Northwestern Mutual Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.27M	Buy	98,583 +8,770	+10%	+$204K	﹤0.01%	1061
2025 Q4	$2.08M	Buy	89,813 +13,394	+18%	+$309K	﹤0.01%	1045
2025 Q3	$1.77M	Buy	76,419 +7,085	+10%	+$162K	﹤0.01%	1040
2025 Q2	$1.57M	Buy	69,334 +11,098	+19%	+$251K	﹤0.01%	1017
2025 Q1	$1.32M	Buy	58,236 +2,802	+5%	+$64.4K	﹤0.01%	1019
2024 Q4	$1.27M	Buy	55,434 +8,903	+19%	+$206K	﹤0.01%	990
2024 Q3	$1.08M	Buy	46,531 +11,007	+31%	+$255K	﹤0.01%	1031
2024 Q2	$814K	Buy	35,524 +27,637	+350%	+$635K	﹤0.01%	1088
2024 Q1	$183K	Buy	7,887 +199	+3%	+$4.65K	﹤0.01%	1583
2023 Q4	$181K	Buy	7,688 +2,872	+60%	+$64.9K	﹤0.01%	1545
2023 Q3	$107K	Buy	4,816 +1,227	+34%	+$27.9K	﹤0.01%	1689
2023 Q2	$82.5K	Buy	3,589 +622	+21%	+$14.4K	﹤0.01%	1801
2023 Q1	$69.4K	Buy	2,967 +1,285	+76%	+$29.8K	﹤0.01%	1822
2022 Q4	$38.5K	Sell	1,682 -16,673	-91%	-$375K	﹤0.01%	2001
2022 Q3	$403K	Buy	18,355 +1,831	+11%	+$42.2K	﹤0.01%	1139
2022 Q2	$379K	Buy	16,524 +1,430	+9%	+$33K	﹤0.01%	1163
2022 Q1	$363K	Buy	15,094 +693	+5%	+$17.4K	﹤0.01%	1203
2021 Q4	$376K	Buy	14,401 +3,379	+31%	+$87.9K	﹤0.01%	1186
2021 Q3	$286K	Buy	11,022 +542	+5%	+$14.2K	﹤0.01%	1210
2021 Q2	$275K	Buy	+10,480	New	+$273K	﹤0.01%	1200

Other funds holding BSMT

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 9.8% in Q1 2026, buying an estimated $204K and bringing the position to 98,583 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Northwestern Mutual Wealth Management first reported a position in BSMT in Q2 2021 and has held it in 20 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Northwestern Mutual Wealth Management held 98,583 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.27M as of Q1 2026.
Northwestern Mutual Wealth Management bought 8,770 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $204K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1061 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2021 and has held it in 20 quarters since.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

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