Lido Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Lido Advisors’s Portfolio BSCQ Stock Details BSCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05B	Sell	53,572,236 -4,007,284	-7%	-$78.4M	3.2%	5
2025 Q4	$1.13B	Buy	57,579,520 +4,982,335	+9%	+$97.5M	3.37%	6
2025 Q3	$1.03B	Sell	52,597,185 -9,404,908	-15%	-$184M	3.22%	6
2025 Q2	$1.21B	Sell	62,002,093 -1,114,272	-2%	-$21.7M	4.72%	4
2025 Q1	$1.23B	Buy	63,116,365 +477,254	+0.8%	+$9.3M	5.54%	4
2024 Q4	$1.22B	Buy	62,639,111 +10,625,395	+20%	+$207M	5.54%	4
2024 Q3	$1.02B	Buy	52,013,716 +13,507,243	+35%	+$262M	5.07%	4
2024 Q2	$738M	Buy	38,506,473 +13,446,669	+54%	+$258M	4.11%	5
2024 Q1	$508M	Buy	25,059,804 +23,096,170	+1,176%	+$444M	2.99%	6
2023 Q4	$37.9M	Sell	1,963,634 -89,745	-4%	-$1.7M	0.26%	42
2023 Q3	$38.6M	Buy	2,053,379 +44,371	+2%	+$839K	0.29%	36
2023 Q2	$38.1M	Buy	2,009,008 +1,531,642	+321%	+$29.3M	0.27%	38
2023 Q1	$9.15M	Buy	477,366 +59,743	+14%	+$1.14M	0.09%	136
2022 Q4	$7.9M	Buy	417,623 +201,236	+93%	+$3.78M	0.1%	118
2022 Q3	$4.03M	Buy	+216,387	New	+$4.17M	0.05%	169

Other funds holding BSCQ

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HBT

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

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Lido Advisors's BSCQ Position: Q1 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 7% in Q1 2026, selling an estimated $78.4M and leaving 53,572,236 shares worth $1.05B. The position accounts for 3.2% of the portfolio, ranked #5.

Lido Advisors first reported a position in BSCQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.23B in Q1 2025. 405 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

Lido Advisors held 53,572,236 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $1.05B as of Q1 2026.
Lido Advisors sold 4,007,284 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $78.4M.
Invesco BulletShares 2026 Corporate Bond ETF made up 3.2% of Lido Advisors's portfolio in Q1 2026, its #5 holding.
Lido Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Lido Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.23B in Q1 2025.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.