Lincoln National Corp’s Capital Group Growth ETF CGGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-859,937	Closed	-$27.5M	–	181
2024 Q1	$27.5M	Buy	859,937 +160,959	+23%	+$4.84M	0.43%	40
2023 Q4	$19.7M	Buy	698,978 +123,890	+22%	+$3.2M	0.35%	48
2023 Q3	$14.1M	Buy	575,088 +146,635	+34%	+$3.72M	0.28%	56
2023 Q2	$10.8M	Buy	428,453 +98,925	+30%	+$2.3M	0.21%	65
2023 Q1	$7.4M	Buy	329,528 +31,608	+11%	+$686K	0.16%	86
2022 Q4	$5.94M	Buy	297,920 +94,909	+47%	+$1.93M	0.13%	94
2022 Q3	$3.96M	Buy	203,011 +101,850	+101%	+$2.18M	0.1%	123
2022 Q2	$2.02M	Buy	101,161 +83,835	+484%	+$1.89M	0.05%	208
2022 Q1	$453K	Buy	+17,326	New	+$432K	0.01%	565

Other funds holding CGGR

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

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

Bank of America

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return