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 Q3	$4.07M	Sell	194,800 -7,000	-3%	-$151K	0.01%	553
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Lido Advisors's BSMU Position: Q3 2026 in Review

Lido Advisors reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.5% in Q3 2026, selling an estimated $151K and leaving 194,800 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #553.

Lido Advisors first reported a position in BSMU in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.44M in Q4 2025. 62 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

Lido Advisors held 194,800 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $4.07M as of Q3 2026.
Lido Advisors sold 7,000 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $151K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #553 holding.
Lido Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
Lido Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.44M in Q4 2025.
62 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.