Lido Advisors
BSCT icon

Lido Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Lido Advisors’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118M Sell
6,346,510
-39,673
-0.6% -$746K 0.36% 41
2025
Q4 		$120M Buy
6,386,183
+302,120
+5% +$5.69M 0.36% 40
2025
Q3 		$114M Buy
6,084,063
+52,762
+0.9% +$990K 0.36% 40
2025
Q2 		$113M Buy
6,031,301
+205,298
+4% +$3.8M 0.44% 34
2025
Q1 		$108M Buy
5,826,003
+2,121,197
+57% +$39.1M 0.49% 27
2024
Q4 		$67.9M Buy
3,704,806
+2,937,232
+383% +$54.3M 0.31% 44
2024
Q3 		$14.4M Buy
767,574
+630,606
+460% +$11.7M 0.07% 149
2024
Q2 		$2.49M Buy
+136,968
New +$2.48M 0.01% 408

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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 $1.02T AUM 30.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Lido Advisors's BSCT Position: Q1 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.62% in Q1 2026, selling an estimated $746K and leaving 6,346,510 shares worth $118M. The position accounts for 0.36% of the portfolio, ranked #41.

Lido Advisors first reported a position in BSCT in Q2 2024 and has held it in 8 quarters since. The position peaked at $120M in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Lido Advisors held 6,346,510 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $118M as of Q1 2026.
  • Lido Advisors sold 39,673 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $746K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.36% of Lido Advisors's portfolio in Q1 2026, its #41 holding.
  • Lido Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Lido Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $120M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

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