Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
94,170
+10,674
+13% +$252K ﹤0.01% 1131
2026
Q1 		$1.98M Buy
83,496
+30,181
+57% +$716K ﹤0.01% 1112
2025
Q4 		$1.26M Buy
53,315
+15,060
+39% +$356K ﹤0.01% 1213
2025
Q3 		$905K Buy
38,255
+11,222
+42% +$265K ﹤0.01% 1267
2025
Q2 		$634K Sell
27,033
-2,704
-9% -$63.1K ﹤0.01% 1305
2025
Q1 		$700K Buy
29,737
+7,341
+33% +$174K ﹤0.01% 1226
2024
Q4 		$529K Buy
22,396
+8,530
+62% +$202K ﹤0.01% 1311
2024
Q3 		$329K Buy
13,866
+837
+6% +$19.8K ﹤0.01% 1458
2024
Q2 		$306K Buy
13,029
+1,348
+12% +$31.7K ﹤0.01% 1421
2024
Q1 		$276K Buy
11,681
+7,702
+194% +$183K ﹤0.01% 1443
2023
Q4 		$95.1K Sell
3,979
-3,830
-49% -$89K ﹤0.01% 1800
2023
Q3 		$179K Buy
7,809
+1,207
+18% +$28.2K ﹤0.01% 1495
2023
Q2 		$156K Buy
6,602
+2,758
+72% +$65.3K ﹤0.01% 1560
2023
Q1 		$91.8K Buy
3,844
+874
+29% +$20.8K ﹤0.01% 1720
2022
Q4 		$69.9K Buy
2,970
+2,557
+619% +$59.3K ﹤0.01% 1796
2022
Q3 		$9K Buy
+413
New +$9.79K ﹤0.01% 2486

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 94,170 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Northwestern Mutual Wealth Management first reported a position in BSMR in Q3 2022 and has held it in 16 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 94,170 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $2.23M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 10,674 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $252K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1131 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

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