Lido Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Lido Advisors’s Portfolio BSMS Stock Details BSMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Buy	55,681 +1,500	+3%	+$35.1K	﹤0.01%	970
2026 Q1	$1.27M	Hold	54,181	–	–	﹤0.01%	873
2025 Q4	$1.27M	Sell	54,181 -10,000	-16%	-$234K	﹤0.01%	891
2025 Q3	$1.5M	Hold	64,181	–	–	﹤0.01%	780
2025 Q2	$1.49M	Hold	64,181	–	–	0.01%	688
2025 Q1	$1.49M	Hold	64,181	–	–	0.01%	622
2024 Q4	$1.5M	Buy	+64,181	New	+$1.5M	0.01%	612

Other funds holding BSMS

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

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

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

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

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

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

IWC

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

AUB

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors's BSMS Position: Q2 2026 in Review

Lido Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 2.8% in Q2 2026, buying an estimated $35.1K and bringing the position to 55,681 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Lido Advisors first reported a position in BSMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Lido Advisors held 55,681 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.31M as of Q2 2026.
Lido Advisors bought 1,500 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $35.1K.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #970 holding.
Lido Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lido Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $1.5M in Q3 2025.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

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