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
Q2 		$7.14M Buy
102,638
+5,308
+5% +$350K ﹤0.01% 724
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 5.5% in Q2 2026, buying an estimated $350K and bringing the position to 102,638 shares worth $7.14M. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Northwestern Mutual Wealth Management first reported a position in XSVM in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.2M in Q3 2023. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 102,638 shares of Invesco S&P SmallCap Value with Momentum ETF worth $7.14M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 5,308 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $350K.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #724 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 21 quarters since.
  • Northwestern Mutual Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $12.2M in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

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