LNC
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Lincoln National Corp’s Invesco Total Return Bond ETF GTO Stock Holding History

Lincoln National Corp’s Portfolio GTO Stock Details GTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,518
Closed -$773K – 478
2024
Q1 		$773K Buy
16,518
+8,995
+120% +$420K 0.01% 595
2023
Q4 		$355K Sell
7,523
-416
-5% -$18.8K 0.01% 809
2023
Q3 		$354K Buy
7,939
+1,194
+18% +$54.7K 0.01% 727
2023
Q2 		$313K Sell
6,745
-338
-5% -$15.8K 0.01% 769
2023
Q1 		$334K Buy
7,083
+71
+1% +$3.37K 0.01% 732
2022
Q4 		$326K Buy
7,012
+369
+6% +$17K 0.01% 677
2022
Q3 		$303K Sell
6,643
-1,263
-16% -$60.9K 0.01% 651
2022
Q2 		$381K Buy
7,906
+128
+2% +$6.37K 0.01% 561
2022
Q1 		$408K Buy
+7,778
New +$420K 0.01% 608

Other funds holding GTO

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return