Northwestern Mutual Wealth Management
BSCR icon

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
Q2 		$4.51M Buy
229,738
+23,939
+12% +$470K ﹤0.01% 905
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 12% in Q2 2026, buying an estimated $470K and bringing the position to 229,738 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Northwestern Mutual Wealth Management first reported a position in BSCR in Q2 2022 and has held it in 17 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 229,738 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.51M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 23,939 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $470K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #905 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

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