AWM
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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

GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 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. 34 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.
  • 34 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.