Lincoln National Corp’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-49,771	Closed	-$1.31M	–	862
2024 Q1	$1.31M	Buy	49,771 +4,178	+9%	+$107K	0.02%	440
2023 Q4	$1.14M	Sell	45,593 -4,175	-8%	-$99.6K	0.02%	428
2023 Q3	$1.16M	Buy	49,768 +22,155	+80%	+$525K	0.02%	371
2023 Q2	$651K	Buy	27,613 +4,600	+20%	+$103K	0.01%	513
2023 Q1	$503K	Buy	+23,013	New	+$493K	0.01%	587

Other funds holding PSMJ

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

Lincoln National Corp sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q2 2024, closing a stake of 49,771 shares — an estimated $1.31M sold.

Lincoln National Corp first reported a position in PSMJ in Q1 2023 and held it in 5 quarters. The position peaked at $1.31M in Q1 2024. 22 funds tracked by Wall St. Rank hold PSMJ as of Q2 2024.

Lincoln National Corp reported no remaining Pacer Swan SOS Moderate July ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 49,771 Pacer Swan SOS Moderate July ETF shares in Q2 2024, an estimated $1.31M.
Lincoln National Corp first reported a position in Pacer Swan SOS Moderate July ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's Pacer Swan SOS Moderate July ETF position peaked at $1.31M in Q1 2024.
22 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2024.

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