Lincoln National Corp’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,302	Closed	-$413K	–	912
2024 Q1	$413K	Buy	7,302 +535	+8%	+$28.8K	0.01%	827
2023 Q4	$369K	Sell	6,767 -665	-9%	-$34.9K	0.01%	792
2023 Q3	$374K	Sell	7,432 -136	-2%	-$7.43K	0.01%	699
2023 Q2	$418K	Sell	7,568 -4,038	-35%	-$228K	0.01%	668
2023 Q1	$658K	Sell	11,606 -158	-1%	-$8.94K	0.01%	499
2022 Q4	$684K	Buy	11,764 +158	+1%	+$8.88K	0.02%	454
2022 Q3	$618K	Buy	11,606 +50	+0.4%	+$2.98K	0.02%	436
2022 Q2	$660K	Buy	11,556 +3,592	+45%	+$213K	0.02%	421
2022 Q1	$482K	Buy	+7,964	New	+$447K	0.01%	535
2016 Q3	–	Sell	-4,572	Closed	-$200K	–	299
2016 Q2	$200K	Buy	+4,572	New	+$189K	0.01%	259

Other funds holding RSPU

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

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

RJFSA

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

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

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

ASN

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

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

Lincoln National Corp sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2024, closing a stake of 7,302 shares — an estimated $413K sold.

Lincoln National Corp first reported a position in RSPU in Q2 2016 and held it in 10 quarters. The position peaked at $684K in Q4 2022. 96 funds tracked by Wall St. Rank hold RSPU as of Q2 2024.

Lincoln National Corp reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 7,302 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2024, an estimated $413K.
Lincoln National Corp first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2016 and held it in 10 quarters.
Lincoln National Corp's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $684K in Q4 2022.
96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2024.

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