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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

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

Lincoln National Corp sold out of Invesco Total Return Bond ETF (GTO) in Q2 2024, closing a stake of 16,518 shares — an estimated $773K sold.

Lincoln National Corp first reported a position in GTO in Q1 2022 and held it in 9 quarters. The position peaked at $773K in Q1 2024. 167 funds tracked by Wall St. Rank hold GTO as of Q2 2024.

Lincoln National Corp reported no remaining Invesco Total Return Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 16,518 Invesco Total Return Bond ETF shares in Q2 2024, an estimated $773K.
Lincoln National Corp first reported a position in Invesco Total Return Bond ETF in Q1 2022 and held it in 9 quarters.
Lincoln National Corp's Invesco Total Return Bond ETF position peaked at $773K in Q1 2024.
167 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2024.

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