Northwestern Mutual Wealth Management
BSCM

Northwestern Mutual Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,228
Closed -$322K – 3551
2022
Q3 		$322K Buy
15,228
+2,016
+15% +$42.8K ﹤0.01% 1225
2022
Q2 		$280K Hold
13,212
– – ﹤0.01% 1281
2022
Q1 		$281K Buy
13,212
+3,743
+40% +$79.8K ﹤0.01% 1311
2021
Q4 		$203K Buy
9,469
+3,195
+51% +$68.6K ﹤0.01% 1434
2021
Q3 		$135K Hold
6,274
– – ﹤0.01% 1502
2021
Q2 		$135K Buy
6,274
+5,931
+1,729% +$128K ﹤0.01% 1472
2021
Q1 		$7K Sell
343
-15,119
-98% -$328K ﹤0.01% 2401
2020
Q4 		$336K Buy
15,462
+8,171
+112% +$178K ﹤0.01% 962
2020
Q3 		$159K Sell
7,291
-361
-5% -$7.89K ﹤0.01% 1109
2020
Q2 		$167K Buy
7,652
+5,916
+341% +$128K ﹤0.01% 1035
2020
Q1 		$37K Buy
1,736
+1,393
+406% +$29.7K ﹤0.01% 1505
2019
Q4 		$7K Buy
343
+122
+55% +$2.62K ﹤0.01% 2019
2019
Q3 		$5K Buy
+221
New +$4.74K ﹤0.01% 2121
2019
Q2 		– Sell
-375
Closed -$8K – 2849
2019
Q1 		$8K Buy
+375
New +$7.83K ﹤0.01% 2033
2018
Q4 		– Sell
-3,623
Closed -$75K – 2806
2018
Q3 		$75K Hold
3,623
– – ﹤0.01% 1150
2018
Q2 		$75K Buy
3,623
+2,423
+202% +$50K ﹤0.01% 1093
2018
Q1 		$25K Sell
1,200
-234
-16% -$4.89K ﹤0.01% 1454
2017
Q4 		$30K Buy
+1,434
New +$30.5K ﹤0.01% 1358

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSCM Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 15,228 shares — an estimated $322K sold.

Northwestern Mutual Wealth Management first reported a position in BSCM in Q4 2017 and held it in 18 quarters. The position peaked at $336K in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 15,228 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $322K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 18 quarters.
  • Northwestern Mutual Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $336K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.