LNC
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Lincoln National Corp’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Lincoln National Corp’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,442
Closed -$385K – 178
2024
Q1 		$385K Buy
+13,442
New +$371K 0.01% 851

Other funds holding CGDG

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

Lincoln National Corp sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2024, closing a stake of 13,442 shares — an estimated $385K sold.

Lincoln National Corp first reported a position in CGDG in Q1 2024 and held it in 1 quarter. The position peaked at $385K in Q1 2024. 69 funds tracked by Wall St. Rank hold CGDG as of Q2 2024.

  • Lincoln National Corp reported no remaining Capital Group Dividend Growers ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 13,442 Capital Group Dividend Growers ETF shares in Q2 2024, an estimated $385K.
  • Lincoln National Corp first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Capital Group Dividend Growers ETF position peaked at $385K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2024.

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