LNC
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Lincoln National Corp’s Aptus Defined Risk ETF DRSK Stock Holding History

Lincoln National Corp’s Portfolio DRSK Stock Details DRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51,444
Closed -$1.37M – 291
2024
Q1 		$1.37M Buy
51,444
+46
+0.1% +$1.2K 0.02% 427
2023
Q4 		$1.3M Buy
51,398
+83
+0.2% +$1.98K 0.02% 387
2023
Q3 		$1.2M Buy
51,315
+77
+0.2% +$1.89K 0.02% 366
2023
Q2 		$1.27M Buy
51,238
+65
+0.1% +$1.65K 0.03% 352
2023
Q1 		$1.33M Buy
51,173
+37
+0.1% +$956 0.03% 322
2022
Q4 		$1.31M Buy
51,136
+70
+0.1% +$1.8K 0.03% 298
2022
Q3 		$1.3M Buy
51,066
+43
+0.1% +$1.14K 0.03% 289
2022
Q2 		$1.34M Buy
51,023
+17
+0% +$458 0.03% 281
2022
Q1 		$1.43M Buy
51,006
+4
+0% +$113 0.03% 284
2021
Q4 		$1.47M Buy
51,002
+145
+0.3% +$4.22K 0.03% 274
2021
Q3 		$1.46M Buy
50,857
+4,277
+9% +$126K 0.03% 252
2021
Q2 		$1.38M Buy
46,580
+6,315
+16% +$186K 0.03% 256
2021
Q1 		$1.18M Buy
+40,265
New +$1.19M 0.03% 259

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

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

Lincoln National Corp sold out of Aptus Defined Risk ETF (DRSK) in Q2 2024, closing a stake of 51,444 shares — an estimated $1.37M sold.

Lincoln National Corp first reported a position in DRSK in Q1 2021 and held it in 13 quarters. The position peaked at $1.47M in Q4 2021. 58 funds tracked by Wall St. Rank hold DRSK as of Q2 2024.

  • Lincoln National Corp reported no remaining Aptus Defined Risk ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 51,444 Aptus Defined Risk ETF shares in Q2 2024, an estimated $1.37M.
  • Lincoln National Corp first reported a position in Aptus Defined Risk ETF in Q1 2021 and held it in 13 quarters.
  • Lincoln National Corp's Aptus Defined Risk ETF position peaked at $1.47M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2024.

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