Lincoln National Corp’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,943	Closed	-$373K	–	966
2022 Q3	$373K	Sell	9,943 -22	-0.2%	-$895	0.01%	583
2022 Q2	$380K	Buy	9,965 +70	+0.7%	+$2.95K	0.01%	563
2022 Q1	$423K	Buy	9,895 +61	+0.6%	+$2.4K	0.01%	594
2021 Q4	$347K	Buy	9,834 +77	+0.8%	+$2.84K	0.01%	662
2021 Q3	$350K	Buy	9,757 +1,388	+17%	+$48.1K	0.01%	624
2021 Q2	$304K	Sell	8,369 -28,931	-78%	-$1M	0.01%	660
2021 Q1	$1.18M	Buy	37,300 +351	+0.9%	+$10.6K	0.03%	260
2020 Q4	$996K	Buy	36,949 +4,781	+15%	+$121K	0.03%	280
2020 Q3	$710K	Buy	+32,168	New	+$797K	0.02%	314
2020 Q2	–	Sell	-4,360	Closed	-$80K	–	662
2020 Q1	$80K	Buy	+4,360	New	+$133K	﹤0.01%	565

Other funds holding MLPX

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lincoln National Corp's MLPX Position: Q4 2022 in Review

Lincoln National Corp sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2022, closing a stake of 9,943 shares — an estimated $373K sold.

Lincoln National Corp first reported a position in MLPX in Q1 2020 and held it in 10 quarters. The position peaked at $1.18M in Q1 2021. 184 funds tracked by Wall St. Rank hold MLPX as of Q4 2022.

Lincoln National Corp reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
Lincoln National Corp sold 9,943 Global X MLP & Energy Infrastructure ETF shares in Q4 2022, an estimated $373K.
Lincoln National Corp first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and held it in 10 quarters.
Lincoln National Corp's Global X MLP & Energy Infrastructure ETF position peaked at $1.18M in Q1 2021.
184 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2022.

Based on Lincoln National Corp's 13F filing for Q4 2022, filed 8 Feb 2023.