Lincoln National Corp’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-18,513	Closed	-$424K	–	964
2022 Q1	$424K	Sell	18,513 -1,885	-9%	-$43.3K	0.01%	592
2021 Q4	$474K	Sell	20,398 -3,985	-16%	-$92.5K	0.01%	542
2021 Q3	$567K	Buy	24,383 +3,195	+15%	+$74.4K	0.01%	462
2021 Q2	$495K	Buy	21,188 +1,498	+8%	+$35K	0.01%	499
2021 Q1	$459K	Buy	19,690 +5,526	+39%	+$129K	0.01%	486
2020 Q4	$331K	Buy	14,164 +1,335	+10%	+$30.9K	0.01%	542
2020 Q3	$293K	Buy	12,829 +70	+0.5%	+$1.6K	0.01%	517
2020 Q2	$285K	Sell	12,759 -280	-2%	-$6.21K	0.01%	507
2020 Q1	$282K	Buy	+13,039	New	+$308K	0.01%	458
2019 Q1	–	Sell	-11,524	Closed	-$267K	–	546
2018 Q4	$267K	Buy	11,524 +144	+1%	+$3.46K	0.01%	372
2018 Q3	$281K	Buy	11,380 +137	+1%	+$3.37K	0.01%	375
2018 Q2	$275K	Buy	+11,243	New	+$276K	0.01%	383
2018 Q1	–	Sell	-19,700	Closed	-$491K	–	641
2017 Q4	$491K	Buy	19,700 +9,879	+101%	+$249K	0.01%	374
2017 Q3	$249K	Buy	+9,821	New	+$249K	0.01%	352

Other funds holding BSJM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Lincoln National Corp's BSJM Position: Q2 2022 in Review

Lincoln National Corp sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2022, closing a stake of 18,513 shares — an estimated $424K sold.

Lincoln National Corp first reported a position in BSJM in Q3 2017 and held it in 14 quarters. The position peaked at $567K in Q3 2021. 135 funds tracked by Wall St. Rank hold BSJM as of Q2 2022.

Lincoln National Corp reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Lincoln National Corp sold 18,513 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $424K.
Lincoln National Corp first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2017 and held it in 14 quarters.
Lincoln National Corp's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $567K in Q3 2021.
135 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.