Northwestern Mutual Wealth Management
BSCO

Northwestern Mutual Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-201,728
Closed -$4.26M – 3944
2024
Q3 		$4.26M Buy
201,728
+18,514
+10% +$391K ﹤0.01% 655
2024
Q2 		$3.86M Sell
183,214
-14,093
-7% -$296K ﹤0.01% 647
2024
Q1 		$4.14M Buy
197,307
+45,481
+30% +$952K ﹤0.01% 605
2023
Q4 		$3.17M Buy
151,826
+137,660
+972% +$2.86M ﹤0.01% 647
2023
Q3 		$293K Buy
14,166
+3,723
+36% +$76.9K ﹤0.01% 1330
2023
Q2 		$215K Sell
10,443
-346
-3% -$7.13K ﹤0.01% 1434
2023
Q1 		$222K Buy
10,789
+5,833
+118% +$120K ﹤0.01% 1402
2022
Q4 		$102K Sell
4,956
-627
-11% -$12.8K ﹤0.01% 1647
2022
Q3 		$114K Buy
5,583
+3,776
+209% +$78.2K ﹤0.01% 1592
2022
Q2 		$37K Sell
1,807
-3,211
-64% -$67K ﹤0.01% 2020
2022
Q1 		$106K Sell
5,018
-4,970
-50% -$106K ﹤0.01% 1679
2021
Q4 		$218K Sell
9,988
-572
-5% -$12.5K ﹤0.01% 1399
2021
Q3 		$233K Buy
10,560
+782
+8% +$17.3K ﹤0.01% 1299
2021
Q2 		$217K Buy
9,778
+3,634
+59% +$80.8K ﹤0.01% 1294
2021
Q1 		$136K Hold
6,144
– – ﹤0.01% 1368
2020
Q4 		$137K Buy
6,144
+4,800
+357% +$107K ﹤0.01% 1284
2020
Q3 		$30K Hold
1,344
– – ﹤0.01% 1670
2020
Q2 		$30K Buy
+1,344
New +$29.1K ﹤0.01% 1599
2019
Q4 		– Sell
-489
Closed -$10K – 2656
2019
Q3 		$10K Buy
+489
New +$10.4K ﹤0.01% 1933
2019
Q2 		– Sell
-365
Closed -$8K – 2745
2019
Q1 		$8K Buy
+365
New +$7.43K ﹤0.01% 2026

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSCO Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 201,728 shares — an estimated $4.26M sold.

Northwestern Mutual Wealth Management first reported a position in BSCO in Q1 2019 and held it in 20 quarters. The position peaked at $4.26M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 201,728 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.26M.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2019 and held it in 20 quarters.
  • Northwestern Mutual Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $4.26M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.