Lido Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Lido Advisors’s Portfolio BSCV Stock Details BSCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10M	Buy	632,832 +20,493	+3%	+$332K	0.03%	356
2026 Q2	$10M	Buy	612,339 +21,142	+4%	+$348K	0.03%	343
2026 Q1	$9.7M	Sell	591,197 -18,245	-3%	-$304K	0.03%	323
2025 Q4	$10.2M	Buy	609,442 +86,961	+17%	+$1.45M	0.03%	320
2025 Q3	$8.71M	Buy	522,481 +441,903	+548%	+$7.33M	0.03%	331
2025 Q2	$1.33M	Buy	80,578 +41,000	+104%	+$667K	0.01%	730
2025 Q1	$646K	Buy	+39,578	New	+$640K	﹤0.01%	932

Other funds holding BSCV

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Lido Advisors's BSCV Position: Q3 2026 in Review

Lido Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.3% in Q3 2026, buying an estimated $332K and bringing the position to 632,832 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #356.

Lido Advisors first reported a position in BSCV in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.2M in Q4 2025. 205 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

Lido Advisors held 632,832 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $10M as of Q3 2026.
Lido Advisors bought 20,493 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $332K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.03% of Lido Advisors's portfolio in Q3 2026, its #356 holding.
Lido Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Lido Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $10.2M in Q4 2025.
205 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.