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

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return