Lido Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Lido Advisors’s Portfolio BSCW Stock Details BSCW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.4M	Sell	408,009 -21,166	-5%	-$441K	0.03%	351
2025 Q4	$8.96M	Buy	429,175 +59,349	+16%	+$1.24M	0.03%	339
2025 Q3	$7.72M	Buy	369,826 +225,394	+156%	+$4.67M	0.02%	348
2025 Q2	$2.98M	Buy	144,432 +31,700	+28%	+$643K	0.01%	493
2025 Q1	$2.3M	Buy	112,732 +4,900	+5%	+$99.1K	0.01%	513
2024 Q4	$2.17M	Hold	107,832	–	–	0.01%	503
2024 Q3	$2.26M	Buy	107,832 +1,051	+1%	+$21.7K	0.01%	444
2024 Q2	$2.14M	Hold	106,781	–	–	0.01%	434
2024 Q1	$2.16M	Hold	106,781	–	–	0.01%	417
2023 Q4	$2.21M	Buy	+106,781	New	+$2.09M	0.01%	393

Other funds holding BSCW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Lido Advisors's BSCW Position: Q1 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 4.9% in Q1 2026, selling an estimated $441K and leaving 408,009 shares worth $8.4M. The position accounts for 0.03% of the portfolio, ranked #351.

Lido Advisors first reported a position in BSCW in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.96M in Q4 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Lido Advisors held 408,009 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $8.4M as of Q1 2026.
Lido Advisors sold 21,166 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $441K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #351 holding.
Lido Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Lido Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $8.96M in Q4 2025.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

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