Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
161,365
+12,695
+9% +$844K 0.01% 595
2025
Q4 		$9.54M Buy
148,670
+18,909
+15% +$1.17M 0.01% 588
2025
Q3 		$8M Buy
129,761
+8,890
+7% +$523K 0.01% 599
2025
Q2 		$6.72M Buy
120,871
+40,562
+51% +$2.14M ﹤0.01% 604
2025
Q1 		$4.24M Buy
80,309
+59,221
+281% +$3.28M ﹤0.01% 700
2024
Q4 		$1.17M Buy
21,088
+2,774
+15% +$160K ﹤0.01% 1020
2024
Q3 		$1.02M Buy
18,314
+1,355
+8% +$73.1K ﹤0.01% 1063
2024
Q2 		$876K Buy
16,959
+2,195
+15% +$115K ﹤0.01% 1067
2024
Q1 		$802K Buy
14,764
+1,023
+7% +$51.5K ﹤0.01% 1077
2023
Q4 		$692K Sell
13,741
-42,506
-76% -$1.96M ﹤0.01% 1095
2023
Q3 		$2.58M Buy
56,247
+10,386
+23% +$489K ﹤0.01% 658
2023
Q2 		$2.11M Buy
45,861
+4,145
+10% +$179K ﹤0.01% 693
2023
Q1 		$1.82M Buy
41,716
+6,245
+18% +$287K ﹤0.01% 709
2022
Q4 		$1.56M Buy
35,471
+33,031
+1,354% +$1.45M ﹤0.01% 733
2022
Q3 		$95K Buy
2,440
+924
+61% +$38.8K ﹤0.01% 1653
2022
Q2 		$60K Buy
1,516
+764
+102% +$33.7K ﹤0.01% 1850
2022
Q1 		$36K Buy
+752
New +$36.1K ﹤0.01% 2088
2021
Q1 		– Sell
-11
Closed – – 2987
2020
Q4 		$0 Buy
+11
New +$365 ﹤0.01% 2906
2019
Q3 		– Sell
-115
Closed -$4K – 2707
2019
Q2 		$4K Hold
115
– – ﹤0.01% 2186
2019
Q1 		$4K Hold
115
– – ﹤0.01% 2203
2018
Q4 		$3K Buy
+115
New +$3.44K ﹤0.01% 2154

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's XMVM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 8.5% in Q1 2026, buying an estimated $844K and bringing the position to 161,365 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #595.

Northwestern Mutual Wealth Management first reported a position in XMVM in Q4 2018 and has held it in 21 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 161,365 shares of Invesco S&P MidCap Value with Momentum ETF worth $10.5M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 12,695 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $844K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #595 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2018 and has held it in 21 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.