Northwestern Mutual Wealth Management
BSMV icon

Northwestern Mutual Wealth Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Buy
108,515
+2,378
+2% +$50.5K ﹤0.01% 1064
2025
Q4 		$2.24M Buy
106,137
+55,479
+110% +$1.17M ﹤0.01% 1021
2025
Q3 		$1.06M Buy
50,658
+9,160
+22% +$190K ﹤0.01% 1210
2025
Q2 		$856K Sell
41,498
-917
-2% -$18.8K ﹤0.01% 1204
2025
Q1 		$879K Buy
42,415
+12,705
+43% +$266K ﹤0.01% 1154
2024
Q4 		$622K Buy
29,710
+19,083
+180% +$403K ﹤0.01% 1255
2024
Q3 		$226K Hold
10,627
– – ﹤0.01% 1583
2024
Q2 		$223K Buy
10,627
+1,982
+23% +$41.7K ﹤0.01% 1528
2024
Q1 		$184K Buy
8,645
+217
+3% +$4.66K ﹤0.01% 1580
2023
Q4 		$182K Buy
8,428
+66
+0.8% +$1.36K ﹤0.01% 1543
2023
Q3 		$167K Buy
8,362
+3,719
+80% +$77.4K ﹤0.01% 1518
2023
Q2 		$98.2K Sell
4,643
-1,268
-21% -$26.9K ﹤0.01% 1724
2023
Q1 		$127K Buy
5,911
+858
+17% +$18.2K ﹤0.01% 1600
2022
Q4 		$105K Buy
+5,053
New +$103K ﹤0.01% 1630

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 2.2% in Q1 2026, buying an estimated $50.5K and bringing the position to 108,515 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Northwestern Mutual Wealth Management first reported a position in BSMV in Q4 2022 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 108,515 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.27M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 2,378 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $50.5K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1064 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

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