LNC
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Lincoln National Corp’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Lincoln National Corp’s Portfolio PSFF Stock Details PSFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,897
Closed -$564K – 857
2024
Q1 		$564K Buy
20,897
+12,709
+155% +$336K 0.01% 703
2023
Q4 		$212K Buy
+8,188
New +$203K ﹤0.01% 1030

Other funds holding PSFF

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

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

Lincoln National Corp sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2024, closing a stake of 20,897 shares — an estimated $564K sold.

Lincoln National Corp first reported a position in PSFF in Q4 2023 and held it in 2 quarters. The position peaked at $564K in Q1 2024. 61 funds tracked by Wall St. Rank hold PSFF as of Q2 2024.

  • Lincoln National Corp reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 20,897 Pacer Swan SOS Fund of Funds ETF shares in Q2 2024, an estimated $564K.
  • Lincoln National Corp first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Pacer Swan SOS Fund of Funds ETF position peaked at $564K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2024.

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