Lido Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Lido Advisors’s Portfolio BSJQ Stock Details BSJQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.96M	Sell	346,898 -3,110	-0.9%	-$71.9K	0.02%	395
2026 Q1	$8.11M	Sell	350,008 -2,675	-0.8%	-$62.2K	0.02%	356
2025 Q4	$8.23M	Buy	352,683 +60,546	+21%	+$1.42M	0.02%	355
2025 Q3	$6.84M	Buy	292,137 +206,602	+242%	+$4.83M	0.02%	373
2025 Q2	$2M	Buy	85,535 +46,203	+117%	+$1.07M	0.01%	589
2025 Q1	$912K	Buy	39,332 +10,580	+37%	+$247K	﹤0.01%	809
2024 Q4	$669K	Buy	28,752 +6,559	+30%	+$154K	﹤0.01%	910
2024 Q3	$521K	Buy	+22,193	New	+$517K	﹤0.01%	943

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors's BSJQ Position: Q2 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.89% in Q2 2026, selling an estimated $71.9K and leaving 346,898 shares worth $7.96M. The position accounts for 0.02% of the portfolio, ranked #395.

Lido Advisors first reported a position in BSJQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.23M in Q4 2025. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Lido Advisors held 346,898 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $7.96M as of Q2 2026.
Lido Advisors sold 3,110 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $71.9K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #395 holding.
Lido Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Lido Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $8.23M in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

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