The wealth manager reduced its BSCQ holdings by 4.0 million shares in Q1 2026, trimming exposure to 3.2% of AUM.
Lido Advisors reduced its position in the Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) by 4,007,284 shares in the first quarter of 2026, according to a May 13 filing. The transaction was valued at $78.39 million, while the stake’s quarter-end value declined by $80.09 million due to trading and price movements.
The BSCQ holding now represents 3.2% of the firm’s 13F assets under management, down from 3.4% in the prior quarter. The ETF, which targets 2026-maturing investment-grade corporate bonds, traded at $19.56 on May 12, up 4.7% year-over-year but trailing the S&P 500 by 22.0 percentage points.
Lido’s top holdings include SPY ($2.79 billion) and AAPL ($944.02 million), with BSCQ remaining a smaller allocation. The ETF’s annualized dividend yield stood at 4.13% as of May 13.