LNC
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Lincoln National Corp’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Lincoln National Corp’s Portfolio PTLC Stock Details PTLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,764
Closed -$1.09M – 865
2024
Q1 		$1.09M Buy
22,764
+2,141
+10% +$97.1K 0.02% 493
2023
Q4 		$892K Sell
20,623
-3,243
-14% -$133K 0.02% 492
2023
Q3 		$954K Buy
23,866
+811
+4% +$33.6K 0.02% 419
2023
Q2 		$952K Buy
23,055
+100
+0.4% +$3.9K 0.02% 431
2023
Q1 		$874K Buy
22,955
+3,207
+16% +$120K 0.02% 422
2022
Q4 		$740K Buy
19,748
+1,693
+9% +$63.9K 0.02% 429
2022
Q3 		$680K Buy
18,055
+712
+4% +$26.8K 0.02% 416
2022
Q2 		$652K Hold
17,343
– – 0.02% 425
2022
Q1 		$674K Buy
17,343
+100
+0.6% +$3.9K 0.01% 441
2021
Q4 		$717K Buy
17,243
+6,694
+63% +$270K 0.01% 429
2021
Q3 		$398K Buy
10,549
+1,117
+12% +$43.3K 0.01% 577
2021
Q2 		$355K Buy
9,432
+723
+8% +$26.4K 0.01% 606
2021
Q1 		$303K Hold
8,709
– – 0.01% 614
2020
Q4 		$285K Buy
8,709
+265
+3% +$8.27K 0.01% 589
2020
Q3 		$249K Buy
+8,444
New +$246K 0.01% 551
2019
Q3 		– Sell
-6,639
Closed -$204K – 604
2019
Q2 		$204K Buy
+6,639
New +$199K 0.01% 525

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Lincoln National Corp sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2024, closing a stake of 22,764 shares — an estimated $1.09M sold.

Lincoln National Corp first reported a position in PTLC in Q2 2019 and held it in 16 quarters. The position peaked at $1.09M in Q1 2024. 204 funds tracked by Wall St. Rank hold PTLC as of Q2 2024.

  • Lincoln National Corp reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 22,764 Pacer Trendpilot US Large Cap ETF shares in Q2 2024, an estimated $1.09M.
  • Lincoln National Corp first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2019 and held it in 16 quarters.
  • Lincoln National Corp's Pacer Trendpilot US Large Cap ETF position peaked at $1.09M in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2024.

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