Lincoln National Corp’s ALPS Equal Sector Weight ETF EQL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,477	Closed	-$609K	–	331
2024 Q1	$609K	Buy	15,477 +63	+0.4%	+$2.36K	0.01%	680
2023 Q4	$563K	Buy	15,414 +87	+0.6%	+$2.99K	0.01%	630
2023 Q3	$513K	Sell	15,327 -222	-1%	-$7.75K	0.01%	592
2023 Q2	$541K	Sell	15,549 -1,404	-8%	-$47K	0.01%	574
2023 Q1	$562K	Sell	16,953 -549	-3%	-$18.1K	0.01%	544
2022 Q4	$558K	Buy	17,502 +6,282	+56%	+$200K	0.01%	503
2022 Q3	$330K	Buy	11,220 +3,309	+42%	+$108K	0.01%	616
2022 Q2	$247K	Buy	+7,911	New	+$268K	0.01%	730

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

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

RJA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lincoln National Corp sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2024, closing a stake of 15,477 shares — an estimated $609K sold.

Lincoln National Corp first reported a position in EQL in Q2 2022 and held it in 8 quarters. The position peaked at $609K in Q1 2024. 48 funds tracked by Wall St. Rank hold EQL as of Q2 2024.

Lincoln National Corp reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 15,477 ALPS Equal Sector Weight ETF shares in Q2 2024, an estimated $609K.
Lincoln National Corp first reported a position in ALPS Equal Sector Weight ETF in Q2 2022 and held it in 8 quarters.
Lincoln National Corp's ALPS Equal Sector Weight ETF position peaked at $609K in Q1 2024.
48 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2024.

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