LNC
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Lincoln National Corp’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Lincoln National Corp’s Portfolio PSMO Stock Details PSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,423
Closed -$299K – 860
2024
Q1 		$299K Sell
11,423
-5,950
-34% -$153K ﹤0.01% 960
2023
Q4 		$438K Buy
17,373
+2,248
+15% +$54.5K 0.01% 728
2023
Q3 		$358K Buy
15,125
+5,950
+65% +$140K 0.01% 720
2023
Q2 		$214K Hold
9,175
– – ﹤0.01% 944
2023
Q1 		$202K Buy
+9,175
New +$198K ﹤0.01% 930

Other funds holding PSMO

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

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

Lincoln National Corp sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q2 2024, closing a stake of 11,423 shares — an estimated $299K sold.

Lincoln National Corp first reported a position in PSMO in Q1 2023 and held it in 5 quarters. The position peaked at $438K in Q4 2023. 12 funds tracked by Wall St. Rank hold PSMO as of Q2 2024.

  • Lincoln National Corp reported no remaining Pacer Swan SOS Moderate October ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,423 Pacer Swan SOS Moderate October ETF shares in Q2 2024, an estimated $299K.
  • Lincoln National Corp first reported a position in Pacer Swan SOS Moderate October ETF in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's Pacer Swan SOS Moderate October ETF position peaked at $438K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2024.

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