Lincoln National Corp’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-64,777	Closed	-$1.66M	–	45
2024 Q1	$1.66M	Buy	64,777 +2,465	+4%	+$61.2K	0.03%	379
2023 Q4	$1.52M	Buy	62,312 +615	+1%	+$14.3K	0.03%	353
2023 Q3	$1.4M	Buy	61,697 +6,365	+12%	+$149K	0.03%	325
2023 Q2	$1.3M	Sell	55,332 -2,369	-4%	-$52.5K	0.03%	346
2023 Q1	$1.26M	Buy	57,701 +20,878	+57%	+$450K	0.03%	335
2022 Q4	$755K	Buy	36,823 +22,634	+160%	+$466K	0.02%	419
2022 Q3	$272K	Buy	+14,189	New	+$299K	0.01%	692

Other funds holding AGOX

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return