Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMQ Stock Details BSMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Buy
96,049
+8,010
+9% +$189K ﹤0.01% 1062
2025
Q4 		$2.08M Buy
88,039
+5,708
+7% +$135K ﹤0.01% 1043
2025
Q3 		$1.95M Buy
82,331
+2,983
+4% +$70.3K ﹤0.01% 1009
2025
Q2 		$1.87M Sell
79,348
-4,236
-5% -$99.4K ﹤0.01% 957
2025
Q1 		$1.97M Sell
83,584
-8,964
-10% -$212K ﹤0.01% 912
2024
Q4 		$2.18M Buy
92,548
+824
+0.9% +$19.5K ﹤0.01% 842
2024
Q3 		$2.18M Buy
91,724
+6,742
+8% +$159K ﹤0.01% 832
2024
Q2 		$2M Buy
84,982
+12,672
+18% +$298K ﹤0.01% 815
2024
Q1 		$1.7M Sell
72,310
-3,750
-5% -$88.7K ﹤0.01% 850
2023
Q4 		$1.81M Sell
76,060
-34,004
-31% -$792K ﹤0.01% 796
2023
Q3 		$2.53M Sell
110,064
-51,496
-32% -$1.2M ﹤0.01% 665
2023
Q2 		$3.8M Buy
161,560
+154,649
+2,238% +$3.65M ﹤0.01% 557
2023
Q1 		$164K Buy
6,911
+871
+14% +$20.6K ﹤0.01% 1512
2022
Q4 		$142K Buy
6,040
+5,627
+1,362% +$131K ﹤0.01% 1528
2022
Q3 		$9K Buy
+413
New +$9.8K ﹤0.01% 2485

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 9.1% in Q1 2026, buying an estimated $189K and bringing the position to 96,049 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Northwestern Mutual Wealth Management first reported a position in BSMQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.8M in Q2 2023. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Northwestern Mutual Wealth Management held 96,049 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $2.27M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 8,010 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $189K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1062 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Northwestern Mutual Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.8M in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

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