Northwestern Mutual Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-100	Closed	-$2.27K	–	3882
2024 Q2	$2.27K	Buy	+100	New	+$2.27K	﹤0.01%	3072
2024 Q1	–	Sell	-10,259	Closed	-$233K	–	3857
2023 Q4	$233K	Buy	+10,259	New	+$231K	﹤0.01%	1452
2023 Q3	–	Sell	-16	Closed	-$360	–	3573
2023 Q2	$360	Buy	+16	New	+$358	﹤0.01%	3201
2022 Q1	–	Sell	-8,192	Closed	-$205K	–	3464
2021 Q4	$205K	Sell	8,192 -177	-2%	-$4.41K	﹤0.01%	1428
2021 Q3	$210K	Buy	8,369 +2,103	+34%	+$52.8K	﹤0.01%	1322
2021 Q2	$158K	Buy	+6,266	New	+$157K	﹤0.01%	1414

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSJO Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2024, closing a stake of 100 shares — an estimated $2.27K sold.

Northwestern Mutual Wealth Management first reported a position in BSJO in Q2 2021 and held it in 6 quarters. The position peaked at $233K in Q4 2023. 146 funds tracked by Wall St. Rank hold BSJO as of Q3 2024.

Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 100 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $2.27K.
Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $233K in Q4 2023.
146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.