AlphaStar Capital Management
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AlphaStar Capital Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

AlphaStar Capital Management’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$758K Buy
36,280
+767
+2% +$16.6K 0.05% 130
2026
Q2 		$778K Sell
35,513
-404
-1% -$8.85K 0.05% 126
2026
Q1 		$783K Hold
35,917
– – 0.06% 116
2025
Q4 		$791K Buy
+35,917
New +$790K 0.06% 122

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HighTower Advisors
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AlphaStar Capital Management's BSMU Position: Q3 2026 in Review

AlphaStar Capital Management increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 2.2% in Q3 2026, buying an estimated $16.6K and bringing the position to 36,280 shares worth $758K. The position accounts for 0.05% of the portfolio, ranked #130.

AlphaStar Capital Management first reported a position in BSMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $791K in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • AlphaStar Capital Management held 36,280 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $758K as of Q3 2026.
  • AlphaStar Capital Management bought 767 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $16.6K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.05% of AlphaStar Capital Management's portfolio in Q3 2026, its #130 holding.
  • AlphaStar Capital Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • AlphaStar Capital Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $791K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.