LNC
PCEF icon

Lincoln National Corp’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Lincoln National Corp’s Portfolio PCEF Stock Details PCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,486
Closed -$273K – 814
2024
Q1 		$273K Buy
14,486
+1,380
+11% +$25.4K ﹤0.01% 1011
2023
Q4 		$235K Buy
13,106
+1,010
+8% +$17.4K ﹤0.01% 979
2023
Q3 		$207K Buy
12,096
+346
+3% +$6.19K ﹤0.01% 954
2023
Q2 		$212K Buy
11,750
+199
+2% +$3.57K ﹤0.01% 949
2023
Q1 		$210K Buy
11,551
+967
+9% +$18.2K ﹤0.01% 912
2022
Q4 		$192K Sell
10,584
-5,747
-35% -$105K ﹤0.01% 875
2022
Q3 		$285K Sell
16,331
-933
-5% -$18.1K 0.01% 680
2022
Q2 		$327K Buy
17,264
+363
+2% +$7.34K 0.01% 622
2022
Q1 		$373K Sell
16,901
-1,155
-6% -$25.9K 0.01% 647
2021
Q4 		$437K Buy
+18,056
New +$435K 0.01% 568

Other funds holding PCEF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return