Lido Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Lido Advisors’s Portfolio BSMT Stock Details BSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.45M	Hold	106,400	–	–	0.01%	731
2026 Q1	$2.45M	Hold	106,400	–	–	0.01%	656
2025 Q4	$2.46M	Buy	106,400 +10,800	+11%	+$250K	0.01%	657
2025 Q3	$2.21M	Buy	95,600 +36,700	+62%	+$841K	0.01%	660
2025 Q2	$1.34M	Hold	58,900	–	–	0.01%	728
2025 Q1	$1.34M	Hold	58,900	–	–	0.01%	660
2024 Q4	$1.35M	Buy	+58,900	New	+$1.36M	0.01%	646

Other funds holding BSMT

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors's BSMT Position: Q2 2026 in Review

Lido Advisors held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 106,400 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #731.

Lido Advisors first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q4 2025. 74 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Lido Advisors held 106,400 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.45M as of Q2 2026.
Lido Advisors left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #731 holding.
Lido Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lido Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $2.46M in Q4 2025.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

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