Lincoln National Corp’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,512	Closed	-$244K	–	240
2024 Q1	$244K	Sell	8,512 -2,487	-23%	-$67.2K	﹤0.01%	1051
2023 Q4	$283K	Buy	10,999 +304	+3%	+$8.44K	0.01%	895
2023 Q3	$309K	Sell	10,695 -120	-1%	-$3.34K	0.01%	779
2023 Q2	$299K	Sell	10,815 -925	-8%	-$24.7K	0.01%	792
2023 Q1	$309K	Buy	11,740 +2,487	+27%	+$69.4K	0.01%	757
2022 Q4	$269K	Buy	+9,253	New	+$300K	0.01%	761

Other funds holding DBMF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

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

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

Lincoln National Corp sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2024, closing a stake of 8,512 shares — an estimated $244K sold.

Lincoln National Corp first reported a position in DBMF in Q4 2022 and held it in 6 quarters. The position peaked at $309K in Q3 2023. 155 funds tracked by Wall St. Rank hold DBMF as of Q2 2024.

Lincoln National Corp reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 8,512 iMGP DBi Managed Futures Strategy ETF shares in Q2 2024, an estimated $244K.
Lincoln National Corp first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 6 quarters.
Lincoln National Corp's iMGP DBi Managed Futures Strategy ETF position peaked at $309K in Q3 2023.
155 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2024.

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