Activest Wealth Management
DSU icon

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
Q3 		$36.1K Buy
4,007
+119
+3% +$1.12K 0.01% 329
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% +$9.6K 0.06% 113
2025
Q3 		$339K Buy
+31,884
New +$337K 0.07% 96

Other funds holding DSU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Activest Wealth Management's DSU Position: Q3 2026 in Review

Activest Wealth Management increased its BlackRock Debt Strategies Fund (DSU) stake by 3.1% in Q3 2026, buying an estimated $1.12K and bringing the position to 4,007 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #329.

Activest Wealth Management first reported a position in DSU in Q3 2025 and has held it in 4 quarters since. The position peaked at $339K in Q3 2025. 61 funds tracked by Wall St. Rank hold DSU as of Q3 2026.

  • Activest Wealth Management held 4,007 shares of BlackRock Debt Strategies Fund worth $36.1K as of Q3 2026.
  • Activest Wealth Management bought 119 BlackRock Debt Strategies Fund shares in Q3 2026, an estimated $1.12K.
  • BlackRock Debt Strategies Fund made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #329 holding.
  • Activest Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q3 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's BlackRock Debt Strategies Fund position peaked at $339K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.