Lido Advisors
BSCV icon

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
Q1 		$9.73M 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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's BSCV Position: Q1 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3% in Q1 2026, selling an estimated $304K and leaving 591,197 shares worth $9.73M. The position accounts for 0.03% of the portfolio, ranked #323.

Lido Advisors first reported a position in BSCV in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.2M in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Lido Advisors held 591,197 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $9.73M as of Q1 2026.
  • Lido Advisors sold 18,245 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $304K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #323 holding.
  • Lido Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Lido Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $10.2M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

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