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Lincoln National Corp’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Lincoln National Corp’s Portfolio APMU Stock Details APMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,310
Closed -$206K – 76
2024
Q1 		$206K Buy
+8,310
New +$207K ﹤0.01% 1137

Other funds holding APMU

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

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

Lincoln National Corp sold out of ActivePassive Intermediate Municipal Bond ETF (APMU) in Q2 2024, closing a stake of 8,310 shares — an estimated $206K sold.

Lincoln National Corp first reported a position in APMU in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 15 funds tracked by Wall St. Rank hold APMU as of Q2 2024.

  • Lincoln National Corp reported no remaining ActivePassive Intermediate Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 8,310 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2024, an estimated $206K.
  • Lincoln National Corp first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's ActivePassive Intermediate Municipal Bond ETF position peaked at $206K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2024.

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