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 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

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AlphaStar Capital Management's BSMT Position: Q1 2026 in Review

AlphaStar Capital Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.09% in Q1 2026, buying an estimated $837 and bringing the position to 39,374 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #109.

AlphaStar Capital Management first reported a position in BSMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2024. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

AlphaStar Capital Management held 39,374 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $907K as of Q1 2026.
AlphaStar Capital Management bought 36 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $837.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.07% of AlphaStar Capital Management's portfolio in Q1 2026, its #109 holding.
AlphaStar Capital Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
AlphaStar Capital Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.17M in Q4 2024.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.