Lido Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Lido Advisors’s Portfolio BSMW Stock Details BSMW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.02M	Buy	279,328 +171,728	+160%	+$4.3M	0.02%	424
2026 Q1	$2.67M	Buy	107,600 +7,900	+8%	+$200K	0.01%	624
2025 Q4	$2.5M	Buy	99,700 +42,300	+74%	+$1.06M	0.01%	650
2025 Q3	$1.43M	Buy	57,400 +32,700	+132%	+$803K	﹤0.01%	798
2025 Q2	$605K	Buy	24,700 +16,000	+184%	+$389K	﹤0.01%	1040
2025 Q1	$214K	Buy	+8,700	New	+$218K	﹤0.01%	1356

Other funds holding BSMW

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

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AUB

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIM

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

PWP

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

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

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

Lido Advisors's BSMW Position: Q2 2026 in Review

Lido Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 160% in Q2 2026, buying an estimated $4.3M and bringing the position to 279,328 shares worth $7.02M. The position accounts for 0.02% of the portfolio, ranked #424.

Lido Advisors first reported a position in BSMW in Q1 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Lido Advisors held 279,328 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $7.02M as of Q2 2026.
Lido Advisors bought 171,728 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $4.3M.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #424 holding.
Lido Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

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