Lincoln National Corp’s Invesco Aerospace & Defense ETF PPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,974	Closed	-$1.22M	–	848
2024 Q1	$1.22M	Buy	11,974 +3,214	+37%	+$305K	0.02%	459
2023 Q4	$807K	Buy	8,760 +4,949	+130%	+$423K	0.01%	510
2023 Q3	$304K	Buy	+3,811	New	+$319K	0.01%	784
2023 Q2	–	Sell	-2,832	Closed	-$228K	–	1068
2023 Q1	$228K	Buy	+2,832	New	+$226K	﹤0.01%	876

Other funds holding PPA

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

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

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

Lincoln National Corp sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2024, closing a stake of 11,974 shares — an estimated $1.22M sold.

Lincoln National Corp first reported a position in PPA in Q1 2023 and held it in 4 quarters. The position peaked at $1.22M in Q1 2024. 349 funds tracked by Wall St. Rank hold PPA as of Q2 2024.

Lincoln National Corp reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 11,974 Invesco Aerospace & Defense ETF shares in Q2 2024, an estimated $1.22M.
Lincoln National Corp first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and held it in 4 quarters.
Lincoln National Corp's Invesco Aerospace & Defense ETF position peaked at $1.22M in Q1 2024.
349 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2024.

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