Lido Advisors
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Lido Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Lido Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$571K Buy
24,312
+3,700
+18% +$86.8K ﹤0.01% 956
2025
Q1 		$485K Hold
20,612
– – ﹤0.01% 961
2024
Q4 		$486K Buy
20,612
+8,300
+67% +$196K ﹤0.01% 928
2024
Q3 		$292K Buy
12,312
+2,076
+20% +$49.2K ﹤0.01% 1055
2024
Q2 		$240K Buy
+10,236
New +$240K ﹤0.01% 1089