Lido Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Lido Advisors’s Portfolio BSJR Stock Details BSJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	62,697 -2,963	-5%	-$66.4K	﹤0.01%	943
2026 Q1	$1.47M	Buy	65,660 +2,848	+5%	+$64.2K	﹤0.01%	802
2025 Q4	$1.42M	Buy	+62,812	New	+$1.42M	﹤0.01%	847

Other funds holding BSJR

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

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

Lido Advisors's BSJR Position: Q2 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 4.5% in Q2 2026, selling an estimated $66.4K and leaving 62,697 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Lido Advisors first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q1 2026. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Lido Advisors held 62,697 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.4M as of Q2 2026.
Lido Advisors sold 2,963 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $66.4K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #943 holding.
Lido Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Lido Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.47M in Q1 2026.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

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