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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$575K	Hold	24,312	–	–	﹤0.01%	1389
2026 Q1	$575K	Hold	24,312	–	–	﹤0.01%	1229
2025 Q4	$575K	Hold	24,312	–	–	﹤0.01%	1250
2025 Q3	$575K	Hold	24,312	–	–	﹤0.01%	1181
2025 Q2	$571K	Buy	24,312 +3,700	+18%	+$86.4K	﹤0.01%	1064
2025 Q1	$485K	Hold	20,612	–	–	﹤0.01%	1034
2024 Q4	$486K	Buy	20,612 +8,300	+67%	+$197K	﹤0.01%	1014
2024 Q3	$292K	Buy	12,312 +2,076	+20%	+$49.1K	﹤0.01%	1178
2024 Q2	$240K	Buy	+10,236	New	+$241K	﹤0.01%	1215

Other funds holding BSMR

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

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

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

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

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

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

KFI

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUB

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors's BSMR Position: Q2 2026 in Review

Lido Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 24,312 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Lido Advisors first reported a position in BSMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $575K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Lido Advisors held 24,312 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $575K as of Q2 2026.
Lido Advisors left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1389 holding.
Lido Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lido Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $575K in Q4 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

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