LNC
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Lincoln National Corp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Lincoln National Corp’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,721
Closed -$320K – 488
2024
Q1 		$320K Buy
+5,721
New +$312K 0.01% 931

Other funds holding HELO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lincoln National Corp sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2024, closing a stake of 5,721 shares — an estimated $320K sold.

Lincoln National Corp first reported a position in HELO in Q1 2024 and held it in 1 quarter. The position peaked at $320K in Q1 2024. 152 funds tracked by Wall St. Rank hold HELO as of Q2 2024.

  • Lincoln National Corp reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,721 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2024, an estimated $320K.
  • Lincoln National Corp first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $320K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2024.

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