Northwestern Mutual Wealth Management
XSVM icon

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

Northwestern Mutual Wealth Management’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.87M Sell
97,330
-10,991
-10% -$668K ﹤0.01% 755
2025
Q4 		$6.19M Buy
108,321
+13,132
+14% +$739K ﹤0.01% 703
2025
Q3 		$5.37M Sell
95,189
-8,191
-8% -$452K ﹤0.01% 712
2025
Q2 		$5.37M Sell
103,380
-1,494
-1% -$73.6K ﹤0.01% 657
2025
Q1 		$5.26M Buy
104,874
+7,165
+7% +$382K ﹤0.01% 643
2024
Q4 		$5.32M Buy
97,709
+3,711
+4% +$209K ﹤0.01% 604
2024
Q3 		$5.17M Buy
93,998
+4,492
+5% +$245K ﹤0.01% 612
2024
Q2 		$4.69M Buy
89,506
+9,858
+12% +$535K ﹤0.01% 599
2024
Q1 		$4.54M Sell
79,648
-17,128
-18% -$917K ﹤0.01% 587
2023
Q4 		$5.24M Sell
96,776
-156,435
-62% -$7.65M 0.01% 533
2023
Q3 		$12.2M Sell
253,211
-4,675
-2% -$227K 0.02% 338
2023
Q2 		$12M Buy
257,886
+3,530
+1% +$158K 0.02% 331
2023
Q1 		$11.6M Buy
254,356
+133,728
+111% +$6.42M 0.02% 327
2022
Q4 		$5.52M Sell
120,628
-32,344
-21% -$1.51M 0.01% 446
2022
Q3 		$6.3M Buy
152,972
+14,369
+10% +$670K 0.01% 370
2022
Q2 		$6.16M Buy
138,603
+120,011
+645% +$5.98M 0.01% 372
2022
Q1 		$1M Buy
18,592
+13,817
+289% +$739K ﹤0.01% 849
2021
Q4 		$257K Buy
4,775
+4,238
+789% +$226K ﹤0.01% 1331
2021
Q3 		$27K Buy
537
+387
+258% +$19.2K ﹤0.01% 2116
2021
Q2 		$8K Buy
+150
New +$7.57K ﹤0.01% 2523

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 10% in Q1 2026, selling an estimated $668K and leaving 97,330 shares worth $5.87M. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Northwestern Mutual Wealth Management first reported a position in XSVM in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.2M in Q3 2023. 127 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 97,330 shares of Invesco S&P SmallCap Value with Momentum ETF worth $5.87M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 10,991 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $668K.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #755 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2021 and has held it in 20 quarters since.
  • Northwestern Mutual Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $12.2M in Q3 2023.
  • 127 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

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