Northwestern Mutual Wealth Management
BSMY

Northwestern Mutual Wealth Management’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$556K Hold
22,547
– – ﹤0.01% 1612
2026
Q1 		$547K Buy
22,547
+3,335
+17% +$82.3K ﹤0.01% 1539
2025
Q4 		$472K Buy
19,212
+8,558
+80% +$211K ﹤0.01% 1559
2025
Q3 		$259K Buy
10,654
+5,080
+91% +$121K ﹤0.01% 1692
2025
Q2 		$132K Hold
5,574
– – ﹤0.01% 1905
2025
Q1 		$134K Buy
+5,574
New +$136K ﹤0.01% 1823

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

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

Northwestern Mutual Wealth Management held its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) position steady in Q2 2026 at 22,547 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Northwestern Mutual Wealth Management first reported a position in BSMY in Q1 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Northwestern Mutual Wealth Management held 22,547 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $556K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Invesco BulletShares 2034 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1612 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

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