Lincoln National Corp’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,941	Closed	-$388K	–	892
2024 Q1	$388K	Buy	4,941 +146	+3%	+$10.8K	0.01%	846
2023 Q4	$353K	Buy	4,795 +831	+21%	+$56.9K	0.01%	811
2023 Q3	$265K	Sell	3,964 -979	-20%	-$68.5K	0.01%	850
2023 Q2	$347K	Buy	+4,943	New	+$343K	0.01%	740

Other funds holding REGL

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Lincoln National Corp sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2024, closing a stake of 4,941 shares — an estimated $388K sold.

Lincoln National Corp first reported a position in REGL in Q2 2023 and held it in 4 quarters. The position peaked at $388K in Q1 2024. 206 funds tracked by Wall St. Rank hold REGL as of Q2 2024.

Lincoln National Corp reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 4,941 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2024, an estimated $388K.
Lincoln National Corp first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $388K in Q1 2024.
206 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2024.

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