Lido Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Lido Advisors’s Portfolio BSCU Stock Details BSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$139M	Sell	8,359,538 -78,477	-0.9%	-$1.31M	0.38%	37
2026 Q1	$141M	Buy	8,438,015 +587,893	+7%	+$9.93M	0.43%	31
2025 Q4	$133M	Buy	7,850,122 +726,647	+10%	+$12.3M	0.4%	37
2025 Q3	$120M	Buy	7,123,475 +2,357,648	+49%	+$39.7M	0.38%	39
2025 Q2	$80M	Buy	4,765,827 +602,351	+14%	+$9.99M	0.31%	44
2025 Q1	$69.1M	Buy	+4,163,476	New	+$68.5M	0.31%	46

Other funds holding BSCU

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Lido Advisors's BSCU Position: Q2 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.93% in Q2 2026, selling an estimated $1.31M and leaving 8,359,538 shares worth $139M. The position accounts for 0.38% of the portfolio, ranked #37.

Lido Advisors first reported a position in BSCU in Q1 2025 and has held it in 6 quarters since. The position peaked at $141M in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Lido Advisors held 8,359,538 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $139M as of Q2 2026.
Lido Advisors sold 78,477 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $1.31M.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.38% of Lido Advisors's portfolio in Q2 2026, its #37 holding.
Lido Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Lido Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $141M in Q1 2026.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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