Lincoln National Corp’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,607	Closed	-$206K	–	950
2021 Q4	$206K	Buy	+7,607	New	+$205K	﹤0.01%	842
2019 Q3	–	Sell	-10,184	Closed	-$266K	–	605
2019 Q2	$266K	Sell	10,184 -2,855	-22%	-$73.9K	0.01%	448
2019 Q1	$335K	Sell	13,039 -443	-3%	-$11.2K	0.01%	372
2018 Q4	$337K	Sell	13,482 -2,906	-18%	-$71.7K	0.02%	325
2018 Q3	$406K	Buy	16,388 +56	+0.3%	+$1.4K	0.01%	302
2018 Q2	$410K	Buy	16,332 +55	+0.3%	+$1.38K	0.02%	302
2018 Q1	$410K	Sell	16,277 -10,243	-39%	-$259K	0.02%	290
2017 Q4	$684K	Buy	26,520 +13,312	+101%	+$341K	0.02%	307
2017 Q3	$337K	Sell	13,208 -9,155	-41%	-$234K	0.01%	284
2017 Q2	$569K	Sell	22,363 -5,338	-19%	-$135K	0.03%	177
2017 Q1	$693K	Buy	+27,701	New	+$693K	0.04%	152

Other funds holding PZA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lincoln National Corp's PZA Position: Q1 2022 in Review

Lincoln National Corp sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 7,607 shares — an estimated $206K sold.

Lincoln National Corp first reported a position in PZA in Q1 2017 and held it in 11 quarters. The position peaked at $693K in Q1 2017. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Lincoln National Corp reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Lincoln National Corp sold 7,607 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $206K.
Lincoln National Corp first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2017 and held it in 11 quarters.
Lincoln National Corp's Invesco National AMT-Free Municipal Bond ETF position peaked at $693K in Q1 2017.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Lincoln National Corp's 13F filing for Q1 2022, filed 9 May 2022.