Lido Advisors
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Lido Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Lido Advisors’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.1M Buy
840,520
+700,292
+499% +$16.7M 0.05% 245
2026
Q2 		$3.46M Buy
+140,228
New +$3.44M 0.01% 604

Other funds holding BSMY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCS Wealth Management
BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Lido Advisors's BSMY Position: Q3 2026 in Review

Lido Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 499% in Q3 2026, buying an estimated $16.7M and bringing the position to 840,520 shares worth $19.1M. The position accounts for 0.05% of the portfolio, ranked #245.

Lido Advisors first reported a position in BSMY in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

  • Lido Advisors held 840,520 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $19.1M as of Q3 2026.
  • Lido Advisors bought 700,292 Invesco BulletShares 2034 Municipal Bond ETF shares in Q3 2026, an estimated $16.7M.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.05% of Lido Advisors's portfolio in Q3 2026, its #245 holding.
  • Lido Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

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