Northwestern Mutual Wealth Management
XSMO icon

Northwestern Mutual Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.3M Buy
609,649
+28,005
+5% +$2.16M 0.03% 287
2025
Q4 		$41.9M Buy
581,644
+74,284
+15% +$5.41M 0.03% 302
2025
Q3 		$37.3M Buy
507,360
+65,755
+15% +$4.65M 0.02% 300
2025
Q2 		$30M Buy
441,605
+78,478
+22% +$5M 0.02% 315
2025
Q1 		$22.8M Buy
363,127
+183,547
+102% +$12.1M 0.02% 330
2024
Q4 		$11.9M Buy
179,580
+86,967
+94% +$5.98M 0.01% 425
2024
Q3 		$6.13M Buy
92,613
+52,950
+133% +$3.37M 0.01% 570
2024
Q2 		$2.38M Buy
39,663
+25,984
+190% +$1.55M ﹤0.01% 761
2024
Q1 		$825K Buy
13,679
+2,802
+26% +$160K ﹤0.01% 1071
2023
Q4 		$616K Buy
10,877
+2,291
+27% +$115K ﹤0.01% 1130
2023
Q3 		$417K Buy
8,586
+1,398
+19% +$69.2K ﹤0.01% 1221
2023
Q2 		$348K Buy
7,188
+1,474
+26% +$67.5K ﹤0.01% 1281
2023
Q1 		$265K Buy
5,714
+4,399
+335% +$210K ﹤0.01% 1339
2022
Q4 		$62K Sell
1,315
-460
-26% -$22.3K ﹤0.01% 1837
2022
Q3 		$77K Buy
1,775
+759
+75% +$35.8K ﹤0.01% 1736
2022
Q2 		$45K Buy
1,016
+516
+103% +$24.8K ﹤0.01% 1962
2022
Q1 		$26K Sell
500
-699
-58% -$36.2K ﹤0.01% 2207
2021
Q4 		$68K Buy
1,199
+302
+34% +$17.1K ﹤0.01% 1867
2021
Q3 		$48K Hold
897
– – ﹤0.01% 1917
2021
Q2 		$49K Hold
897
– – ﹤0.01% 1866
2021
Q1 		$47K Buy
+897
New +$47K ﹤0.01% 1757

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 4.8% in Q1 2026, buying an estimated $2.16M and bringing the position to 609,649 shares worth $46.3M. The position accounts for 0.03% of the portfolio, ranked #287.

Northwestern Mutual Wealth Management first reported a position in XSMO in Q1 2021 and has held it in 21 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Northwestern Mutual Wealth Management held 609,649 shares of Invesco S&P SmallCap Momentum ETF worth $46.3M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 28,005 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $2.16M.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #287 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2021 and has held it in 21 quarters since.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

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