Lincoln National Corp’s Capital Group Core Balanced ETF CGBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-32,836	Closed	-$956K	–	176
2024 Q1	$956K	Buy	32,836 +12,489	+61%	+$351K	0.01%	531
2023 Q4	$556K	Buy	+20,347	New	+$524K	0.01%	637

Other funds holding CGBL

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Lincoln National Corp sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2024, closing a stake of 32,836 shares — an estimated $956K sold.

Lincoln National Corp first reported a position in CGBL in Q4 2023 and held it in 2 quarters. The position peaked at $956K in Q1 2024. 108 funds tracked by Wall St. Rank hold CGBL as of Q2 2024.

Lincoln National Corp reported no remaining Capital Group Core Balanced ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 32,836 Capital Group Core Balanced ETF shares in Q2 2024, an estimated $956K.
Lincoln National Corp first reported a position in Capital Group Core Balanced ETF in Q4 2023 and held it in 2 quarters.
Lincoln National Corp's Capital Group Core Balanced ETF position peaked at $956K in Q1 2024.
108 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2024.

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