Lido Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Lido Advisors’s Portfolio BSMU Stock Details BSMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.42M	Hold	201,800	–	–	0.01%	529
2026 Q1	$4.4M	Hold	201,800	–	–	0.01%	479
2025 Q4	$4.44M	Buy	201,800 +37,400	+23%	+$823K	0.01%	494
2025 Q3	$3.6M	Buy	164,400 +82,200	+100%	+$1.78M	0.01%	519
2025 Q2	$1.77M	Buy	82,200 +17,200	+26%	+$367K	0.01%	626
2025 Q1	$1.4M	Buy	65,000 +17,500	+37%	+$382K	0.01%	643
2024 Q4	$1.03M	Buy	+47,500	New	+$1.04M	﹤0.01%	754

Other funds holding BSMU

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

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

AUB

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

Lido Advisors's BSMU Position: Q2 2026 in Review

Lido Advisors held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 201,800 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #529.

Lido Advisors first reported a position in BSMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.44M in Q4 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Lido Advisors held 201,800 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $4.42M as of Q2 2026.
Lido Advisors left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #529 holding.
Lido Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lido Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.44M in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

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