Back to NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

BSMWBSMW
8 quarters

Position history for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's holdings in INVESCO EXCH TRD SLF IDX FD

Yes. Northwestern Mutual Wealth Management holds 80,257 shares of BSMW, worth $2M, as of its Q2 2026 13F filing. It increased the position by 14,746 shares (+22.5%) from Q1 2026. Northwestern Mutual Wealth Management has held BSMW since Q3 2024, across 8 quarterly 13F filings.

Current Value

$2M

Current Shares

80,257

Total Value Change

+$2M

Total Shares Change

+77,835

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
80,257
+22.5%
$2M0.0%$24.85
31
2026-Q1
Increased
65,511
+13.8%
$1.6M0.0%$24.37
29
2025-Q4
Increased
57,570
+90.2%
$1.4M0.0%$24.43
40
2025-Q3
Increased
30,269
+64.0%
$755,9680.0%$24.11
36
2025-Q2
Increased
18,455
+9.6%
$451,7790.0%$23.43
26
2025-Q1
Increased
16,840
+172.5%
$414,2650.0%$23.35
39
2024-Q4
Increased
6,179
+155.1%
$155,0310.0%$23.62
36
2024-Q3
New
2,422
-
$62,0760.0%$23.73
29

Other major holders of BSMW: MORGAN STANLEY, LPL Financial LLC

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