Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.66M Buy
228,208
+36,145
+19% +$743K ﹤0.01% 825
2025
Q4 		$3.96M Buy
192,063
+27,361
+17% +$563K ﹤0.01% 846
2025
Q3 		$3.39M Buy
164,702
+19,432
+13% +$399K ﹤0.01% 854
2025
Q2 		$2.98M Buy
145,270
+14,665
+11% +$299K ﹤0.01% 836
2025
Q1 		$2.66M Buy
130,605
+15,119
+13% +$306K ﹤0.01% 833
2024
Q4 		$2.32M Sell
115,486
-48,835
-30% -$991K ﹤0.01% 821
2024
Q3 		$3.38M Buy
164,321
+29,334
+22% +$597K ﹤0.01% 710
2024
Q2 		$2.69M Buy
134,987
+21,619
+19% +$430K ﹤0.01% 722
2024
Q1 		$2.28M Buy
113,368
+23,030
+25% +$463K ﹤0.01% 760
2023
Q4 		$1.83M Buy
90,338
+77,494
+603% +$1.52M ﹤0.01% 792
2023
Q3 		$249K Buy
12,844
+5,241
+69% +$103K ﹤0.01% 1386
2023
Q2 		$150K Buy
7,603
+129
+2% +$2.58K ﹤0.01% 1574
2023
Q1 		$150K Buy
7,474
+767
+11% +$15.3K ﹤0.01% 1547
2022
Q4 		$132K Sell
6,707
-414
-6% -$8.05K ﹤0.01% 1556
2022
Q3 		$137K Buy
+7,121
New +$143K ﹤0.01% 1532

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 19% in Q1 2026, buying an estimated $743K and bringing the position to 228,208 shares worth $4.66M. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Northwestern Mutual Wealth Management first reported a position in BSCS in Q3 2022 and has held it in 15 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 228,208 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.66M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 36,145 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $743K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #825 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

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