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 Q2	$108M	Sell	5,824,764 -521,746	-8%	-$9.72M	0.29%	50
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 New York $1.89T AUM 35.08% 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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Lido Advisors's BSCT Position: Q2 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 8.2% in Q2 2026, selling an estimated $9.72M and leaving 5,824,764 shares worth $108M. The position accounts for 0.29% of the portfolio, ranked #50.

Lido Advisors first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. The position peaked at $120M in Q4 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Lido Advisors held 5,824,764 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $108M as of Q2 2026.
Lido Advisors sold 521,746 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $9.72M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.29% of Lido Advisors's portfolio in Q2 2026, its #50 holding.
Lido Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lido Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $120M in Q4 2025.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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