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 Q2	$620K	Hold	26,329	–	–	﹤0.01%	1347
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 $617B AUM 30.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Lido Advisors's BSMQ Position: Q2 2026 in Review

Lido Advisors held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q2 2026 at 26,329 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Lido Advisors first reported a position in BSMQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $648K in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Lido Advisors held 26,329 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $620K as of Q2 2026.
Lido Advisors left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1347 holding.
Lido Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Lido Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $648K in Q4 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

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