Lido Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Lido Advisors’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4B	Buy	70,691,925 +3,854,896	+6%	+$76M	4.28%	4
2025 Q4	$1.32B	Buy	66,837,029 +2,209,925	+3%	+$43.6M	3.94%	4
2025 Q3	$1.27B	Buy	64,627,104 +15,069,309	+30%	+$297M	3.99%	4
2025 Q2	$974M	Buy	49,557,795 +20,413,246	+70%	+$400M	3.79%	5
2025 Q1	$571M	Buy	29,144,549 +28,657,205	+5,880%	+$559M	2.57%	7
2024 Q4	$9.49M	Buy	487,344 +60,982	+14%	+$1.19M	0.04%	224
2024 Q3	$8.41M	Sell	426,362 -684	-0.2%	-$13.4K	0.04%	231
2024 Q2	$8.21M	Sell	427,046 -69,052	-14%	-$1.33M	0.05%	211
2024 Q1	$9.57M	Sell	496,098 -19,955	-4%	-$386K	0.06%	178
2023 Q4	$10M	Buy	516,053 +32,481	+7%	+$616K	0.07%	158
2023 Q3	$9.06M	Sell	483,572 -9,054	-2%	-$172K	0.07%	153
2023 Q2	$9.37M	Buy	492,626 +36,093	+8%	+$694K	0.07%	151
2023 Q1	$8.81M	Buy	456,533 +329,499	+259%	+$6.32M	0.09%	142
2022 Q4	$2.41M	Buy	127,034 +80,204	+171%	+$1.51M	0.03%	265
2022 Q3	$871K	Buy	+46,830	New	+$908K	0.01%	405

Other funds holding BSCR

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

MCM

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

HBT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors's BSCR Position: Q1 2026 in Review

Lido Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.8% in Q1 2026, buying an estimated $76M and bringing the position to 70,691,925 shares worth $1.4B. The position accounts for 4.28% of the portfolio, ranked #4.

Lido Advisors first reported a position in BSCR in Q3 2022 and has held it in 15 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Lido Advisors held 70,691,925 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.4B as of Q1 2026.
Lido Advisors bought 3,854,896 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $76M.
Invesco BulletShares 2027 Corporate Bond ETF made up 4.28% of Lido Advisors's portfolio in Q1 2026, its #4 holding.
Lido Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

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