LNC
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Lincoln National Corp’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Lincoln National Corp’s Portfolio AGGH Stock Details AGGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-336,207
Closed -$7.2M – 43
2024
Q1 		$7.2M Buy
336,207
+304,565
+963% +$6.58M 0.11% 107
2023
Q4 		$699K Buy
+31,642
New +$677K 0.01% 559

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

Lincoln National Corp's AGGH Position: Q2 2024 in Review

Lincoln National Corp sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2024, closing a stake of 336,207 shares — an estimated $7.2M sold.

Lincoln National Corp first reported a position in AGGH in Q4 2023 and held it in 2 quarters. The position peaked at $7.2M in Q1 2024. 21 funds tracked by Wall St. Rank hold AGGH as of Q2 2024.

  • Lincoln National Corp reported no remaining Simplify Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 336,207 Simplify Aggregate Bond ETF shares in Q2 2024, an estimated $7.2M.
  • Lincoln National Corp first reported a position in Simplify Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Simplify Aggregate Bond ETF position peaked at $7.2M in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.