Lincoln National Corp’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25,434	Closed	-$648K	–	861
2024 Q1	$648K	Sell	25,434 -4,800	-16%	-$121K	0.01%	653
2023 Q4	$754K	Hold	30,234	–	–	0.01%	534
2023 Q3	$702K	Buy	30,234 +1,562	+5%	+$36.8K	0.01%	494
2023 Q2	$674K	Buy	28,672 +16,945	+144%	+$385K	0.01%	500
2023 Q1	$262K	Buy	11,727 +400	+4%	+$8.79K	0.01%	822
2022 Q4	$242K	Hold	11,327	–	–	0.01%	800
2022 Q3	$228K	Buy	11,327 +800	+8%	+$16.9K	0.01%	764
2022 Q2	$216K	Hold	10,527	–	–	0.01%	779
2022 Q1	$237K	Hold	10,527	–	–	﹤0.01%	796
2021 Q4	$234K	Hold	10,527	–	–	﹤0.01%	786
2021 Q3	$227K	Hold	10,527	–	–	0.01%	791
2021 Q2	$226K	Buy	+10,527	New	+$223K	﹤0.01%	766

Other funds holding PSMR

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

ACM

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

BTWM

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Lincoln National Corp sold out of Pacer Swan SOS Moderate April ETF (PSMR) in Q2 2024, closing a stake of 25,434 shares — an estimated $648K sold.

Lincoln National Corp first reported a position in PSMR in Q2 2021 and held it in 12 quarters. The position peaked at $754K in Q4 2023. 16 funds tracked by Wall St. Rank hold PSMR as of Q2 2024.

Lincoln National Corp reported no remaining Pacer Swan SOS Moderate April ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 25,434 Pacer Swan SOS Moderate April ETF shares in Q2 2024, an estimated $648K.
Lincoln National Corp first reported a position in Pacer Swan SOS Moderate April ETF in Q2 2021 and held it in 12 quarters.
Lincoln National Corp's Pacer Swan SOS Moderate April ETF position peaked at $754K in Q4 2023.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2024.

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