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 Q2	$3.46M	Buy	+140,228	New	+$3.44M	0.01%	604

Other funds holding BSMY

CIM

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

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

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Lido Advisors's BSMY Position: Q2 2026 in Review

Lido Advisors opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026: 140,228 shares worth $3.46M. The stake represents 0.01% of the portfolio and ranks #604 among its holdings.

27 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

Lido Advisors held 140,228 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $3.46M as of Q2 2026.
Invesco BulletShares 2034 Municipal Bond ETF was a new Lido Advisors position in Q2 2026.
Invesco BulletShares 2034 Municipal Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #604 holding.
27 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

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