Northwestern Mutual Wealth Management
BSMU icon

Northwestern Mutual Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26M Buy
103,076
+7,517
+8% +$165K ﹤0.01% 1127
2026
Q1 		$2.08M Buy
95,559
+1,148
+1% +$25.4K ﹤0.01% 1095
2025
Q4 		$2.08M Buy
94,411
+28,703
+44% +$632K ﹤0.01% 1044
2025
Q3 		$1.44M Buy
65,708
+9,635
+17% +$209K ﹤0.01% 1111
2025
Q2 		$1.21M Buy
56,073
+3,028
+6% +$64.7K ﹤0.01% 1111
2025
Q1 		$1.14M Buy
53,045
+17,919
+51% +$391K ﹤0.01% 1070
2024
Q4 		$763K Buy
35,126
+18,519
+112% +$406K ﹤0.01% 1162
2024
Q3 		$368K Buy
16,607
+6,565
+65% +$145K ﹤0.01% 1416
2024
Q2 		$219K Buy
10,042
+2,047
+26% +$44.7K ﹤0.01% 1532
2024
Q1 		$177K Buy
7,995
+209
+3% +$4.65K ﹤0.01% 1599
2023
Q4 		$175K Buy
7,786
+1,795
+30% +$38.5K ﹤0.01% 1555
2023
Q3 		$125K Buy
5,991
+2,440
+69% +$52.8K ﹤0.01% 1625
2023
Q2 		$78K Sell
3,551
-1,452
-29% -$32K ﹤0.01% 1828
2023
Q1 		$111K Buy
5,003
+1,307
+35% +$28.8K ﹤0.01% 1646
2022
Q4 		$80.1K Sell
3,696
-21,512
-85% -$457K ﹤0.01% 1752
2022
Q3 		$523K Buy
25,208
+1,903
+8% +$41.7K ﹤0.01% 1023
2022
Q2 		$507K Buy
23,305
+1,669
+8% +$36.8K ﹤0.01% 1039
2022
Q1 		$502K Sell
21,636
-756
-3% -$18.5K ﹤0.01% 1079
2021
Q4 		$573K Buy
22,392
+1,237
+6% +$31.5K ﹤0.01% 1019
2021
Q3 		$536K Buy
21,155
+574
+3% +$14.8K ﹤0.01% 962
2021
Q2 		$528K Buy
+20,581
New +$526K ﹤0.01% 961

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 7.9% in Q2 2026, buying an estimated $165K and bringing the position to 103,076 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Northwestern Mutual Wealth Management first reported a position in BSMU in Q2 2021 and has held it in 21 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Northwestern Mutual Wealth Management held 103,076 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $2.26M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 7,517 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $165K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1127 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

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