Lido Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Lido Advisors’s Portfolio BSMQ Stock Details BSMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$622K	Sell	26,329 -1,081	-4%	-$25.6K	﹤0.01%	1187
2025 Q4	$648K	Hold	27,410	–	–	﹤0.01%	1194
2025 Q3	$648K	Hold	27,410	–	–	﹤0.01%	1128
2025 Q2	$646K	Buy	27,410 +2,200	+9%	+$51.6K	﹤0.01%	1016
2025 Q1	$595K	Hold	25,210	–	–	﹤0.01%	961
2024 Q4	$594K	Buy	25,210 +6,300	+33%	+$149K	﹤0.01%	949
2024 Q3	$449K	Buy	18,910 +2,326	+14%	+$55K	﹤0.01%	993
2024 Q2	$390K	Sell	16,584 -8,736	-35%	-$205K	﹤0.01%	1013
2024 Q1	$597K	Buy	25,320 +6,034	+31%	+$143K	﹤0.01%	851
2023 Q4	$458K	Sell	19,286 -7,231	-27%	-$168K	﹤0.01%	888
2023 Q3	$610K	Buy	26,517 +1,519	+6%	+$35.5K	﹤0.01%	692
2023 Q2	$588K	Buy	+24,998	New	+$590K	﹤0.01%	683

Other funds holding BSMQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors's BSMQ Position: Q1 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 3.9% in Q1 2026, selling an estimated $25.6K and leaving 26,329 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Lido Advisors first reported a position in BSMQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $648K in Q4 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Lido Advisors held 26,329 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $622K as of Q1 2026.
Lido Advisors sold 1,081 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $25.6K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1187 holding.
Lido Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Lido Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $648K in Q4 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

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