Northwestern Mutual Wealth Management
BSSX icon

Northwestern Mutual Wealth Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSSX Stock Details BSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$963K Buy
37,875
+16,390
+76% +$425K ﹤0.01% 1352
2025
Q4 		$555K Buy
21,485
+1,491
+7% +$38.5K ﹤0.01% 1489
2025
Q3 		$511K Buy
19,994
+5,531
+38% +$139K ﹤0.01% 1452
2025
Q2 		$363K Sell
14,463
-2,313
-14% -$57.6K ﹤0.01% 1510
2025
Q1 		$425K Buy
16,776
+6,480
+63% +$167K ﹤0.01% 1394
2024
Q4 		$265K Buy
10,296
+7,456
+263% +$194K ﹤0.01% 1536
2024
Q3 		$74.8K Buy
+2,840
New +$74.4K ﹤0.01% 2018

Other funds holding BSSX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 76% in Q1 2026, buying an estimated $425K and bringing the position to 37,875 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Northwestern Mutual Wealth Management first reported a position in BSSX in Q3 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • Northwestern Mutual Wealth Management held 37,875 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $963K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 16,390 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $425K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1352 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

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