Lincoln National Corp’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-106,661	Closed	-$3.37M	–	296
2024 Q1	$3.37M	Buy	106,661 +4,933	+5%	+$148K	0.05%	221
2023 Q4	$2.91M	Buy	101,728 +5,423	+6%	+$145K	0.05%	221
2023 Q3	$2.47M	Buy	96,305 +32,577	+51%	+$871K	0.05%	210
2023 Q2	$1.69M	Buy	63,728 +16,016	+34%	+$404K	0.03%	297
2023 Q1	$1.2M	Buy	+47,712	New	+$1.18M	0.03%	340

Other funds holding DUHP

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Lincoln National Corp sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2024, closing a stake of 106,661 shares — an estimated $3.37M sold.

Lincoln National Corp first reported a position in DUHP in Q1 2023 and held it in 5 quarters. The position peaked at $3.37M in Q1 2024. 291 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

Lincoln National Corp reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 106,661 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2024, an estimated $3.37M.
Lincoln National Corp first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $3.37M in Q1 2024.
291 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2024.

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