Lincoln National Corp’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-31,382	Closed	-$643K	–	1038
2022 Q4	$643K	Buy	31,382 +6,181	+25%	+$126K	0.01%	467
2022 Q3	$514K	Buy	25,201 +8,166	+48%	+$169K	0.01%	494
2022 Q2	$353K	Buy	17,035 +6,088	+56%	+$127K	0.01%	586
2022 Q1	$230K	Buy	+10,947	New	+$234K	﹤0.01%	812

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lincoln National Corp's BSCO Position: Q1 2023 in Review

Lincoln National Corp sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 31,382 shares — an estimated $643K sold.

Lincoln National Corp first reported a position in BSCO in Q1 2022 and held it in 4 quarters. The position peaked at $643K in Q4 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

Lincoln National Corp reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Lincoln National Corp sold 31,382 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $643K.
Lincoln National Corp first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Lincoln National Corp's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $643K in Q4 2022.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Lincoln National Corp's 13F filing for Q1 2023, filed 2 May 2023.