Northwestern Mutual Wealth Management
BSMO

Northwestern Mutual Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-52,829
Closed -$1.31M – 3946
2024
Q3 		$1.31M Buy
52,829
+17,582
+50% +$437K ﹤0.01% 973
2024
Q2 		$875K Buy
35,247
+14,749
+72% +$366K ﹤0.01% 1069
2024
Q1 		$508K Buy
20,498
+7,299
+55% +$181K ﹤0.01% 1241
2023
Q4 		$329K Buy
13,199
+7,071
+115% +$175K ﹤0.01% 1342
2023
Q3 		$151K Sell
6,128
-2,234
-27% -$55.2K ﹤0.01% 1560
2023
Q2 		$207K Sell
8,362
-134,701
-94% -$3.33M ﹤0.01% 1443
2023
Q1 		$3.56M Sell
143,063
-2,873
-2% -$71.4K 0.01% 545
2022
Q4 		$3.61M Buy
145,936
+145,136
+18,142% +$3.58M 0.01% 532
2022
Q3 		$20K Buy
+800
New +$19.9K ﹤0.01% 2236

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSMO Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 52,829 shares — an estimated $1.31M sold.

Northwestern Mutual Wealth Management first reported a position in BSMO in Q3 2022 and held it in 9 quarters. The position peaked at $3.61M in Q4 2022. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 52,829 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.31M.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2022 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $3.61M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.