What happened According to a recent SEC filing, Lido Advisors, LLC, increased its holding in the Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) by 3,854,896 shares during the first quarter of 2026.
Based on the average share price during the quarter, the estimated transaction value was approximately $76.0 million
What else to know – After the purchase, BSCR accounts for 4.3% of Lido Advisors’ 13F reportable assets under management — making it the firm’s second-largest holding. – Top holdings after the filing: – NYSE: SPY: $2.8 billion (11.0% of AUM) – NASDAQ: BSCR: $1.4 billion (4.3% of AUM) – NASDAQ: BSCQ: $1.0 billion (4.1% of AUM) – NASDAQ: AAPL: $944.0 million (3.7% of AUM) – NASDAQ: NVDA: $929.4 million (3.7% of AUM) – – As of May 19, 2026, BSCR shares were trading at $19.60, up about 4.5% over the past year — trailing the S&P 500 by roughly 20 percentage points, and underperforming its Target Maturity category benchmark by roughly 0.2 percentage points. ETF overview ETF snapshot The Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is a target-maturity bond fund. The fund’s time-defined structure appeals to investors seeking predictable cash flows and a known maturity date, distinguishing it from perpetual bond funds. – Tracks the Invesco BulletShares Corporate Bond 2027 Index, providing exposure to a diversified portfolio of U.S. dollar-denominated, investment-grade corporate bonds with effective maturities in 2027. – Holdings are rebalanced monthly, and the fund is set to mature in December 2027, at which point assets are distributed to shareholders — offering investors a known end date and more predictable cash flows. – The fund carries a 0.1% expense ratio, making it one of the more cost-efficient ways to access this corner of the bond market.
What this transaction means for investors Lido Advisors is a large investment advisor managing tens of billions in assets on behalf of its clients. Its decision to make BSCR its second-largest…