LNC
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Lincoln National Corp’s ActivePassive US Equity ETF APUE Stock Holding History

Lincoln National Corp’s Portfolio APUE Stock Details APUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-99,526
Closed -$3.21M – 79
2024
Q1 		$3.21M Buy
99,526
+82,997
+502% +$2.53M 0.05% 233
2023
Q4 		$481K Buy
+16,529
New +$450K 0.01% 691

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

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

Lincoln National Corp sold out of ActivePassive US Equity ETF (APUE) in Q2 2024, closing a stake of 99,526 shares — an estimated $3.21M sold.

Lincoln National Corp first reported a position in APUE in Q4 2023 and held it in 2 quarters. The position peaked at $3.21M in Q1 2024. 31 funds tracked by Wall St. Rank hold APUE as of Q2 2024.

  • Lincoln National Corp reported no remaining ActivePassive US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 99,526 ActivePassive US Equity ETF shares in Q2 2024, an estimated $3.21M.
  • Lincoln National Corp first reported a position in ActivePassive US Equity ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's ActivePassive US Equity ETF position peaked at $3.21M in Q1 2024.
  • 31 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2024.

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