LNC
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Lincoln National Corp’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Lincoln National Corp’s Portfolio CTA Stock Details CTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,639
Closed -$365K – 223
2024
Q1 		$365K Buy
+14,639
New +$360K 0.01% 870

Other funds holding CTA

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lincoln National Corp sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2024, closing a stake of 14,639 shares — an estimated $365K sold.

Lincoln National Corp first reported a position in CTA in Q1 2024 and held it in 1 quarter. The position peaked at $365K in Q1 2024. 59 funds tracked by Wall St. Rank hold CTA as of Q2 2024.

  • Lincoln National Corp reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 14,639 Simplify Managed Futures Strategy ETF shares in Q2 2024, an estimated $365K.
  • Lincoln National Corp first reported a position in Simplify Managed Futures Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Simplify Managed Futures Strategy ETF position peaked at $365K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2024.

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