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 Q2	$12.6M	Buy	177,881 +16,516	+10%	+$1.14M	0.01%	578
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's XMVM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 10% in Q2 2026, buying an estimated $1.14M and bringing the position to 177,881 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #578.

Northwestern Mutual Wealth Management first reported a position in XMVM in Q4 2018 and has held it in 22 quarters since. 101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Northwestern Mutual Wealth Management held 177,881 shares of Invesco S&P MidCap Value with Momentum ETF worth $12.6M as of Q2 2026.
Northwestern Mutual Wealth Management bought 16,516 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $1.14M.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #578 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 22 quarters since.
101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.