Lincoln National Corp’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,254	Closed	-$213K	–	114
2024 Q1	$213K	Buy	+2,254	New	+$203K	﹤0.01%	1124

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

Lincoln National Corp sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2024, closing a stake of 2,254 shares — an estimated $213K sold.

Lincoln National Corp first reported a position in BBUS in Q1 2024 and held it in 1 quarter. The position peaked at $213K in Q1 2024. 123 funds tracked by Wall St. Rank hold BBUS as of Q2 2024.

Lincoln National Corp reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 2,254 JPMorgan BetaBuilders US Equity ETF shares in Q2 2024, an estimated $213K.
Lincoln National Corp first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 1 quarter.
Lincoln National Corp's JPMorgan BetaBuilders US Equity ETF position peaked at $213K in Q1 2024.
123 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2024.

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