LNC
BSJN

Lincoln National Corp’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Lincoln National Corp’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,460
Closed -$231K – 962
2022
Q1 		$231K Buy
+9,460
New +$234K ﹤0.01% 811
2021
Q3 		– Sell
-8,610
Closed -$219K – 916
2021
Q2 		$219K Sell
8,610
-247
-3% -$6.27K ﹤0.01% 784
2021
Q1 		$224K Buy
+8,857
New +$224K 0.01% 723
2019
Q1 		– Sell
-10,600
Closed -$261K – 542
2018
Q4 		$261K Buy
10,600
+146
+1% +$3.73K 0.01% 379
2018
Q3 		$274K Buy
10,454
+129
+1% +$3.37K 0.01% 381
2018
Q2 		$268K Buy
+10,325
New +$269K 0.01% 390
2018
Q1 		– Sell
-18,010
Closed -$475K – 636
2017
Q4 		$475K Buy
18,010
+9,031
+101% +$241K 0.01% 381
2017
Q3 		$242K Buy
+8,979
New +$240K 0.01% 358

Other funds holding BSJN

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return