Northwestern Mutual Wealth Management
BSJR icon

Northwestern Mutual Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSJR Stock Details BSJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.9K Hold
2,459
– – ﹤0.01% 2503
2026
Q1 		$55K Hold
2,459
– – ﹤0.01% 2401
2025
Q4 		$55.6K Buy
2,459
+1,103
+81% +$25K ﹤0.01% 2353
2025
Q3 		$30.8K Hold
1,356
– – ﹤0.01% 2515
2025
Q2 		$30.8K Hold
1,356
– – ﹤0.01% 2415
2025
Q1 		$30.4K Hold
1,356
– – ﹤0.01% 2354
2024
Q4 		$30.4K Hold
1,356
– – ﹤0.01% 2364
2024
Q3 		$30.8K Buy
+1,356
New +$30.4K ﹤0.01% 2328

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

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

Northwestern Mutual Wealth Management held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 2,459 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Northwestern Mutual Wealth Management first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $55.6K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 2,459 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $54.9K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2503 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Northwestern Mutual Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $55.6K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

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