LNC
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Lincoln National Corp’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Lincoln National Corp’s Portfolio EVTR Stock Details EVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,096
Closed -$204K – 1176
2024
Q1 		$204K Buy
+4,096
New +$205K ﹤0.01% 1146

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Osaic Holdings
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BIP
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Lincoln National Corp sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q2 2024, closing a stake of 4,096 shares — an estimated $204K sold.

Lincoln National Corp first reported a position in EVTR in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 33 funds tracked by Wall St. Rank hold EVTR as of Q2 2024.

  • Lincoln National Corp reported no remaining Eaton Vance Total Return Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,096 Eaton Vance Total Return Bond ETF shares in Q2 2024, an estimated $204K.
  • Lincoln National Corp first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Eaton Vance Total Return Bond ETF position peaked at $204K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2024.

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