LNC
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Lincoln National Corp’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Lincoln National Corp’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,030
Closed -$892K – 817
2024
Q1 		$892K Buy
9,030
+42
+0.5% +$3.83K 0.01% 552
2023
Q4 		$768K Sell
8,988
-337
-4% -$26.8K 0.01% 529
2023
Q3 		$718K Sell
9,325
-1,732
-16% -$138K 0.01% 493
2023
Q2 		$896K Buy
11,057
+1,356
+14% +$103K 0.02% 444
2023
Q1 		$737K Buy
9,701
+9
+0.1% +$670 0.02% 467
2022
Q4 		$689K Sell
9,692
-389
-4% -$28.4K 0.02% 450
2022
Q3 		$681K Sell
10,081
-193
-2% -$14.1K 0.02% 415
2022
Q2 		$700K Sell
10,274
-1,725
-14% -$129K 0.02% 410
2022
Q1 		$972K Sell
11,999
-400
-3% -$32.5K 0.02% 360
2021
Q4 		$1.17M Buy
12,399
+1,082
+10% +$103K 0.02% 314
2021
Q3 		$1.01M Buy
11,317
+2,658
+31% +$244K 0.02% 330
2021
Q2 		$776K Sell
8,659
-3,028
-26% -$262K 0.02% 374
2021
Q1 		$994K Sell
11,687
-724
-6% -$63.4K 0.02% 300
2020
Q4 		$1.09M Buy
12,411
+1,008
+9% +$82.6K 0.03% 265
2020
Q3 		$872K Buy
11,403
+910
+9% +$67K 0.03% 280
2020
Q2 		$706K Buy
10,493
+2,517
+32% +$157K 0.02% 310
2020
Q1 		$431K Buy
7,976
+3,039
+62% +$190K 0.02% 363
2019
Q4 		$318K Buy
4,937
+796
+19% +$49.4K 0.01% 482
2019
Q3 		$252K Buy
+4,141
New +$255K 0.01% 489
2018
Q2 		– Sell
-6,076
Closed -$320K – 520
2018
Q1 		$320K Sell
6,076
-4,761
-44% -$255K 0.01% 359
2017
Q4 		$560K Buy
10,837
+6,665
+160% +$338K 0.02% 345
2017
Q3 		$203K Buy
+4,172
New +$200K 0.01% 376

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lincoln National Corp sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2024, closing a stake of 9,030 shares — an estimated $892K sold.

Lincoln National Corp first reported a position in PDP in Q3 2017 and held it in 22 quarters. The position peaked at $1.17M in Q4 2021. 181 funds tracked by Wall St. Rank hold PDP as of Q2 2024.

  • Lincoln National Corp reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 9,030 Invesco Dorsey Wright Momentum ETF shares in Q2 2024, an estimated $892K.
  • Lincoln National Corp first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2017 and held it in 22 quarters.
  • Lincoln National Corp's Invesco Dorsey Wright Momentum ETF position peaked at $1.17M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2024.

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