Northwestern Mutual Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.04M	Buy	205,799 +46,543	+29%	+$917K	﹤0.01%	874
2025 Q4	$3.14M	Buy	159,256 +2,476	+2%	+$48.9K	﹤0.01%	918
2025 Q3	$3.09M	Buy	156,780 +28,999	+23%	+$571K	﹤0.01%	880
2025 Q2	$2.51M	Buy	127,781 +11,285	+10%	+$221K	﹤0.01%	880
2025 Q1	$2.28M	Buy	116,496 +18,729	+19%	+$366K	﹤0.01%	880
2024 Q4	$1.9M	Buy	97,767 +47,414	+94%	+$926K	﹤0.01%	877
2024 Q3	$993K	Buy	50,353 +1,670	+3%	+$32.7K	﹤0.01%	1071
2024 Q2	$936K	Buy	48,683 +23,356	+92%	+$448K	﹤0.01%	1047
2024 Q1	$489K	Buy	25,327 +9,852	+64%	+$190K	﹤0.01%	1257
2023 Q4	$301K	Buy	15,475 +3,568	+30%	+$67.6K	﹤0.01%	1373
2023 Q3	$223K	Buy	11,907 +1,735	+17%	+$32.9K	﹤0.01%	1425
2023 Q2	$194K	Buy	10,172 +4,050	+66%	+$77.9K	﹤0.01%	1473
2023 Q1	$118K	Buy	6,122 +545	+10%	+$10.4K	﹤0.01%	1623
2022 Q4	$106K	Sell	5,577 -109	-2%	-$2.05K	﹤0.01%	1627
2022 Q3	$106K	Buy	5,686 +5,577	+5,117%	+$108K	﹤0.01%	1622
2022 Q2	$2K	Buy	+109	New	+$2.14K	﹤0.01%	2896

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 29% in Q1 2026, buying an estimated $917K and bringing the position to 205,799 shares worth $4.04M. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Northwestern Mutual Wealth Management first reported a position in BSCR in Q2 2022 and has held it in 16 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Northwestern Mutual Wealth Management held 205,799 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.04M as of Q1 2026.
Northwestern Mutual Wealth Management bought 46,543 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $917K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #874 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

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