Activest Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Activest Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.7K	Buy	+3,888	New	+$38.1K	0.01%	319
2026 Q1	–	Sell	-32,814	Closed	-$334K	–	1260
2025 Q4	$334K	Buy	32,814 +930	+3%	+$9.57K	0.06%	113
2025 Q3	$339K	Buy	+31,884	New	+$337K	0.07%	96

Other funds holding DSU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Activest Wealth Management's DSU Position: Q2 2026 in Review

Activest Wealth Management opened a new position in BlackRock Debt Strategies Fund (DSU) in Q2 2026: 3,888 shares worth $37.7K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in DSU as recently as Q4 2025.

Activest Wealth Management first reported a position in DSU in Q3 2025 and has held it in 3 quarters since. The position peaked at $339K in Q3 2025. 101 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Activest Wealth Management held 3,888 shares of BlackRock Debt Strategies Fund worth $37.7K as of Q2 2026.
BlackRock Debt Strategies Fund was a new Activest Wealth Management position in Q2 2026.
BlackRock Debt Strategies Fund made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #319 holding.
Activest Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q3 2025 and has held it in 3 quarters since.
Activest Wealth Management's BlackRock Debt Strategies Fund position peaked at $339K in Q3 2025.
101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.