Lincoln National Corp’s Capital Group Core Equity ETF CGUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-322,800	Closed	-$10.1M	–	185
2024 Q1	$10.1M	Buy	322,800 +65,100	+25%	+$1.93M	0.16%	87
2023 Q4	$7.29M	Buy	257,700 +23,358	+10%	+$615K	0.13%	97
2023 Q3	$5.88M	Buy	234,342 +40,664	+21%	+$1.05M	0.12%	102
2023 Q2	$4.97M	Buy	193,678 +16,251	+9%	+$397K	0.1%	114
2023 Q1	$4.2M	Buy	177,427 +23,811	+16%	+$555K	0.09%	131
2022 Q4	$3.45M	Buy	153,616 +96,551	+169%	+$2.14M	0.08%	151
2022 Q3	$1.16M	Buy	57,065 +19,680	+53%	+$442K	0.03%	307
2022 Q2	$811K	Buy	+37,385	New	+$877K	0.02%	375

Other funds holding CGUS

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

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

CGPCS

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

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

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

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

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lincoln National Corp sold out of Capital Group Core Equity ETF (CGUS) in Q2 2024, closing a stake of 322,800 shares — an estimated $10.1M sold.

Lincoln National Corp first reported a position in CGUS in Q2 2022 and held it in 8 quarters. The position peaked at $10.1M in Q1 2024. 246 funds tracked by Wall St. Rank hold CGUS as of Q2 2024.

Lincoln National Corp reported no remaining Capital Group Core Equity ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 322,800 Capital Group Core Equity ETF shares in Q2 2024, an estimated $10.1M.
Lincoln National Corp first reported a position in Capital Group Core Equity ETF in Q2 2022 and held it in 8 quarters.
Lincoln National Corp's Capital Group Core Equity ETF position peaked at $10.1M in Q1 2024.
246 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2024.

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