Lincoln National Corp’s Invesco Large Cap Value ETF PWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,881	Closed	-$202K	–	655
2019 Q4	$202K	Buy	+4,881	New	+$194K	0.01%	607
2018 Q1	–	Sell	-9,032	Closed	-$351K	–	590
2017 Q4	$351K	Buy	+9,032	New	+$347K	0.01%	443

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

CWM

Circle Wealth Management Summit, New Jersey $7.02B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lincoln National Corp's PWV Position: Q1 2020 in Review

Lincoln National Corp sold out of Invesco Large Cap Value ETF (PWV) in Q1 2020, closing a stake of 4,881 shares — an estimated $202K sold.

Lincoln National Corp first reported a position in PWV in Q4 2017 and held it in 2 quarters. The position peaked at $351K in Q4 2017. 115 funds tracked by Wall St. Rank hold PWV as of Q1 2020.

Lincoln National Corp reported no remaining Invesco Large Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Lincoln National Corp sold 4,881 Invesco Large Cap Value ETF shares in Q1 2020, an estimated $202K.
Lincoln National Corp first reported a position in Invesco Large Cap Value ETF in Q4 2017 and held it in 2 quarters.
Lincoln National Corp's Invesco Large Cap Value ETF position peaked at $351K in Q4 2017.
115 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2020.

Based on Lincoln National Corp's 13F filing for Q1 2020, filed 24 Apr 2020.