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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
Q1 		$783K Hold
35,917
– – 0.06% 116
2025
Q4 		$791K Buy
+35,917
New +$790K 0.06% 122

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

AlphaStar Capital Management held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q1 2026 at 35,917 shares worth $783K. The position accounts for 0.06% of the portfolio, ranked #116.

AlphaStar Capital Management first reported a position in BSMU in Q4 2025 and has held it in 2 quarters since. The position peaked at $791K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • AlphaStar Capital Management held 35,917 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $783K as of Q1 2026.
  • AlphaStar Capital Management left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.06% of AlphaStar Capital Management's portfolio in Q1 2026, its #116 holding.
  • AlphaStar Capital Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • AlphaStar Capital Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $791K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

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