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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Lincoln National Corp sold out of Capital Group Growth ETF (CGGR) in Q2 2024, closing a stake of 859,937 shares — an estimated $27.5M sold.

Lincoln National Corp first reported a position in CGGR in Q1 2022 and held it in 9 quarters. The position peaked at $27.5M in Q1 2024. 330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

Lincoln National Corp reported no remaining Capital Group Growth ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 859,937 Capital Group Growth ETF shares in Q2 2024, an estimated $27.5M.
Lincoln National Corp first reported a position in Capital Group Growth ETF in Q1 2022 and held it in 9 quarters.
Lincoln National Corp's Capital Group Growth ETF position peaked at $27.5M in Q1 2024.
330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

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