Lincoln National Corp’s ALPS Clean Energy ETF ACES Stock Holding History

Lincoln National Corp’s Portfolio ACES Stock Details ACES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,468	Closed	-$208K	–	1017
2023 Q1	$208K	Sell	4,468 -1,811	-29%	-$87.5K	﹤0.01%	920
2022 Q4	$286K	Sell	6,279 -334	-5%	-$17.5K	0.01%	734
2022 Q3	$367K	Sell	6,613 -153	-2%	-$9.07K	0.01%	586
2022 Q2	$329K	Sell	6,766 -1,689	-20%	-$88.5K	0.01%	617
2022 Q1	$535K	Buy	8,455 +340	+4%	+$19.2K	0.01%	497
2021 Q4	$521K	Buy	8,115 +547	+7%	+$39.2K	0.01%	511
2021 Q3	$501K	Buy	7,568 +557	+8%	+$39K	0.01%	498
2021 Q2	$532K	Buy	7,011 +2,466	+54%	+$176K	0.01%	473
2021 Q1	$355K	Buy	+4,545	New	+$394K	0.01%	557

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Lincoln National Corp's ACES Position: Q2 2023 in Review

Lincoln National Corp sold out of ALPS Clean Energy ETF (ACES) in Q2 2023, closing a stake of 4,468 shares — an estimated $208K sold.

Lincoln National Corp first reported a position in ACES in Q1 2021 and held it in 9 quarters. The position peaked at $535K in Q1 2022. 72 funds tracked by Wall St. Rank hold ACES as of Q2 2023.

Lincoln National Corp reported no remaining ALPS Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 4,468 ALPS Clean Energy ETF shares in Q2 2023, an estimated $208K.
Lincoln National Corp first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 9 quarters.
Lincoln National Corp's ALPS Clean Energy ETF position peaked at $535K in Q1 2022.
72 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2023.

Based on Lincoln National Corp's 13F filing for Q2 2023, filed 7 Aug 2023.