Lido Advisors
BSCZ icon

Lido Advisors’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Lido Advisors’s Portfolio BSCZ Stock Details BSCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$935K Hold
48,621
– – ﹤0.01% 1129
2026
Q2 		$995K Buy
+48,621
New +$998K ﹤0.01% 1092

Other funds holding BSCZ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Lido Advisors's BSCZ Position: Q3 2026 in Review

Lido Advisors held its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) position steady in Q3 2026 at 48,621 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Lido Advisors first reported a position in BSCZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $995K in Q2 2026. 70 funds tracked by Wall St. Rank hold BSCZ as of Q3 2026.

  • Lido Advisors held 48,621 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $935K as of Q3 2026.
  • Lido Advisors left its Invesco BulletShares 2035 Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1129 holding.
  • Lido Advisors first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Lido Advisors's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $995K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q3 2026.

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