LNC
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Lincoln National Corp’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Lincoln National Corp’s Portfolio APRW Stock Details APRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,600
Closed -$321K – 77
2024
Q1 		$321K Hold
10,600
– – 0.01% 929
2023
Q4 		$313K Hold
10,600
– – 0.01% 858
2023
Q3 		$297K Hold
10,600
– – 0.01% 795
2023
Q2 		$298K Buy
+10,600
New +$290K 0.01% 795

Other funds holding APRW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

Lincoln National Corp sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2024, closing a stake of 10,600 shares — an estimated $321K sold.

Lincoln National Corp first reported a position in APRW in Q2 2023 and held it in 4 quarters. The position peaked at $321K in Q1 2024. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2024.

  • Lincoln National Corp reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,600 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2024, an estimated $321K.
  • Lincoln National Corp first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2023 and held it in 4 quarters.
  • Lincoln National Corp's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $321K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2024.

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