Lincoln National Corp’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,514	Closed	-$512K	–	778
2024 Q1	$512K	Hold	17,514	–	–	0.01%	743
2023 Q4	$497K	Buy	+17,514	New	+$486K	0.01%	675

Other funds holding NVBW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Lincoln National Corp sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q2 2024, closing a stake of 17,514 shares — an estimated $512K sold.

Lincoln National Corp first reported a position in NVBW in Q4 2023 and held it in 2 quarters. The position peaked at $512K in Q1 2024. 24 funds tracked by Wall St. Rank hold NVBW as of Q2 2024.

Lincoln National Corp reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 17,514 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2024, an estimated $512K.
Lincoln National Corp first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2023 and held it in 2 quarters.
Lincoln National Corp's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $512K in Q1 2024.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2024.

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