Lincoln Capital Corp’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Lincoln Capital Corp’s Portfolio BSMU Stock Details BSMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,117	Closed	-$223K	–	103
2025 Q4	$223K	Sell	10,117 -531	-5%	-$11.7K	0.08%	88
2025 Q3	$233K	Sell	10,648 -4,369	-29%	-$94.8K	0.08%	82
2025 Q2	$323K	Sell	15,017 -3,471	-19%	-$74.1K	0.12%	66
2025 Q1	$399K	Sell	18,488 -7,028	-28%	-$153K	0.17%	60
2024 Q4	$554K	Buy	25,516 +928	+4%	+$20.4K	0.23%	59
2024 Q3	$545K	Buy	+24,588	New	+$541K	0.22%	50

Other funds holding BSMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Lincoln Capital Corp's BSMU Position: Q1 2026 in Review

Lincoln Capital Corp sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026, closing a stake of 10,117 shares — an estimated $223K sold.

Lincoln Capital Corp first reported a position in BSMU in Q3 2024 and held it in 6 quarters. The position peaked at $554K in Q4 2024. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Lincoln Capital Corp reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Lincoln Capital Corp sold 10,117 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $223K.
Lincoln Capital Corp first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2024 and held it in 6 quarters.
Lincoln Capital Corp's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $554K in Q4 2024.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Lincoln Capital Corp's 13F filing for Q1 2026, filed 16 Apr 2026.