AlphaStar Capital Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

AlphaStar Capital Management’s Portfolio BSMT Stock Details BSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$885K	Sell	38,417 -957	-2%	-$22.1K	0.06%	120
2026 Q1	$907K	Buy	39,374 +36	+0.1%	+$837	0.07%	109
2025 Q4	$911K	Sell	39,338 -6,182	-14%	-$143K	0.07%	113
2025 Q3	$1.05M	Sell	45,520 -2,342	-5%	-$53.7K	0.09%	94
2025 Q2	$1.09M	Buy	47,862 +6,128	+15%	+$138K	0.08%	162
2025 Q1	$949K	Sell	41,734 -9,148	-18%	-$210K	0.1%	90
2024 Q4	$1.17M	Buy	+50,882	New	+$1.18M	0.12%	80

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

AlphaStar Capital Management's BSMT Position: Q2 2026 in Review

AlphaStar Capital Management reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 2.4% in Q2 2026, selling an estimated $22.1K and leaving 38,417 shares worth $885K. The position accounts for 0.06% of the portfolio, ranked #120.

AlphaStar Capital Management first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2024. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

AlphaStar Capital Management held 38,417 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $885K as of Q2 2026.
AlphaStar Capital Management sold 957 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $22.1K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.06% of AlphaStar Capital Management's portfolio in Q2 2026, its #120 holding.
AlphaStar Capital Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
AlphaStar Capital Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.17M in Q4 2024.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.