Lido Advisors
BSCS icon

Lido Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Lido Advisors’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101M Sell
4,921,699
-420,368
-8% -$8.64M 0.39% 52
2025
Q4 		$110M Buy
5,342,067
+305,484
+6% +$6.29M 0.43% 43
2025
Q3 		$104M Sell
5,036,583
-238,109
-5% -$4.89M 0.42% 43
2025
Q2 		$108M Buy
5,274,692
+226,487
+4% +$4.61M 0.57% 35
2025
Q1 		$103M Sell
5,048,205
-174,549
-3% -$3.53M 0.61% 31
2024
Q4 		$105M Buy
5,222,754
+35,712
+0.7% +$724K 0.66% 30
2024
Q3 		$107M Buy
5,187,042
+41,499
+0.8% +$845K 0.8% 23
2024
Q2 		$103M Buy
5,145,543
+556,555
+12% +$11.1M 0.84% 19
2024
Q1 		$92.1M Buy
4,588,988
+2,786,002
+155% +$56M 0.82% 20
2023
Q4 		$36.6M Buy
1,802,986
+1,716,240
+1,978% +$33.7M 0.36% 44
2023
Q3 		$1.68M Buy
86,746
+13,245
+18% +$260K 0.02% 417
2023
Q2 		$1.45M Buy
73,501
+10,205
+16% +$204K 0.02% 439
2023
Q1 		$1.27M Buy
+63,296
New +$1.26M 0.02% 427

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return