Lido Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Lido Advisors’s Portfolio BSMV Stock Details BSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.09M	Hold	195,700	–	–	0.01%	500
2025 Q4	$4.14M	Buy	195,700 +18,800	+11%	+$397K	0.01%	513
2025 Q3	$3.72M	Buy	176,900 +90,400	+105%	+$1.88M	0.01%	515
2025 Q2	$1.78M	Buy	86,500 +19,300	+29%	+$395K	0.01%	619
2025 Q1	$1.39M	Buy	67,200 +18,000	+37%	+$377K	0.01%	645
2024 Q4	$1.03M	Buy	+49,200	New	+$1.04M	﹤0.01%	756

Other funds holding BSMV

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

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

Lido Advisors's BSMV Position: Q1 2026 in Review

Lido Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q1 2026 at 195,700 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #500.

Lido Advisors first reported a position in BSMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.14M in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Lido Advisors held 195,700 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.09M as of Q1 2026.
Lido Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #500 holding.
Lido Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Lido Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.14M in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.