Lincoln National Corp’s ActivePassive Core Bond ETF APCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-45,604	Closed	-$1.35M	–	70
2024 Q1	$1.35M	Buy	45,604 +37,803	+485%	+$1.11M	0.02%	430
2023 Q4	$233K	Buy	+7,801	New	+$224K	﹤0.01%	988

Other funds holding APCB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Lincoln National Corp sold out of ActivePassive Core Bond ETF (APCB) in Q2 2024, closing a stake of 45,604 shares — an estimated $1.35M sold.

Lincoln National Corp first reported a position in APCB in Q4 2023 and held it in 2 quarters. The position peaked at $1.35M in Q1 2024. 27 funds tracked by Wall St. Rank hold APCB as of Q2 2024.

Lincoln National Corp reported no remaining ActivePassive Core Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 45,604 ActivePassive Core Bond ETF shares in Q2 2024, an estimated $1.35M.
Lincoln National Corp first reported a position in ActivePassive Core Bond ETF in Q4 2023 and held it in 2 quarters.
Lincoln National Corp's ActivePassive Core Bond ETF position peaked at $1.35M in Q1 2024.
27 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2024.

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