Lincoln National Corp’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,475	Closed	-$726K	–	923
2022 Q1	$726K	Sell	8,475 -24,500	-74%	-$2.09M	0.02%	423
2021 Q4	$3.02M	Sell	32,975 -501	-1%	-$45.1K	0.06%	160
2021 Q3	$3M	Buy	33,476 +1,776	+6%	+$163K	0.07%	157
2021 Q2	$2.97M	Buy	31,700 +293	+0.9%	+$27.7K	0.06%	162
2021 Q1	$2.91M	Buy	31,407 +1,539	+5%	+$140K	0.07%	148
2020 Q4	$2.59M	Sell	29,868 -466	-2%	-$38.4K	0.07%	149
2020 Q3	$2.3M	Buy	30,334 +1,256	+4%	+$93.1K	0.07%	151
2020 Q2	$1.89M	Sell	29,078 -9,260	-24%	-$578K	0.06%	158
2020 Q1	$2.16M	Buy	+38,338	New	+$2.63M	0.08%	123

Other funds holding PSL

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Lincoln National Corp's PSL Position: Q2 2022 in Review

Lincoln National Corp sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2022, closing a stake of 8,475 shares — an estimated $726K sold.

Lincoln National Corp first reported a position in PSL in Q1 2020 and held it in 9 quarters. The position peaked at $3.02M in Q4 2021. 56 funds tracked by Wall St. Rank hold PSL as of Q2 2022.

Lincoln National Corp reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2022 after selling out during the quarter.
Lincoln National Corp sold 8,475 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2022, an estimated $726K.
Lincoln National Corp first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2020 and held it in 9 quarters.
Lincoln National Corp's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $3.02M in Q4 2021.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.