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 Q2	$92.9M	Sell	4,562,494 -359,205	-7%	-$7.33M	0.25%	61
2026 Q1	$101M	Sell	4,921,699 -420,368	-8%	-$8.64M	0.31%	52
2025 Q4	$110M	Buy	5,342,067 +305,484	+6%	+$6.29M	0.33%	43
2025 Q3	$104M	Sell	5,036,583 -238,109	-5%	-$4.89M	0.32%	43
2025 Q2	$108M	Buy	5,274,692 +226,487	+4%	+$4.61M	0.42%	35
2025 Q1	$103M	Sell	5,048,205 -174,549	-3%	-$3.53M	0.46%	31
2024 Q4	$105M	Buy	5,222,754 +35,712	+0.7%	+$724K	0.48%	30
2024 Q3	$107M	Buy	5,187,042 +41,499	+0.8%	+$845K	0.53%	23
2024 Q2	$103M	Buy	5,145,543 +556,555	+12%	+$11.1M	0.57%	19
2024 Q1	$92.1M	Buy	4,588,988 +2,786,002	+155%	+$56M	0.54%	20
2023 Q4	$36.6M	Buy	1,802,986 +1,716,240	+1,978%	+$33.7M	0.25%	44
2023 Q3	$1.68M	Buy	86,746 +13,245	+18%	+$260K	0.01%	417
2023 Q2	$1.45M	Buy	73,501 +10,205	+16%	+$204K	0.01%	439
2023 Q1	$1.27M	Buy	+63,296	New	+$1.26M	0.01%	427

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Lido Advisors's BSCS Position: Q2 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 7.3% in Q2 2026, selling an estimated $7.33M and leaving 4,562,494 shares worth $92.9M. The position accounts for 0.25% of the portfolio, ranked #61.

Lido Advisors first reported a position in BSCS in Q1 2023 and has held it in 14 quarters since. The position peaked at $110M in Q4 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Lido Advisors held 4,562,494 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $92.9M as of Q2 2026.
Lido Advisors sold 359,205 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $7.33M.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.25% of Lido Advisors's portfolio in Q2 2026, its #61 holding.
Lido Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $110M in Q4 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.