Lincoln National Corp’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,437	Closed	-$280K	–	915
2024 Q1	$280K	Buy	2,437 +7	+0.3%	+$745	﹤0.01%	996
2023 Q4	$255K	Buy	2,430 +7	+0.3%	+$667	﹤0.01%	944
2023 Q3	$227K	Buy	2,423 +6	+0.2%	+$583	﹤0.01%	905
2023 Q2	$232K	Buy	+2,417	New	+$217K	﹤0.01%	897

Other funds holding RWK

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

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

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

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

Lincoln National Corp sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2024, closing a stake of 2,437 shares — an estimated $280K sold.

Lincoln National Corp first reported a position in RWK in Q2 2023 and held it in 4 quarters. The position peaked at $280K in Q1 2024. 105 funds tracked by Wall St. Rank hold RWK as of Q2 2024.

Lincoln National Corp reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 2,437 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2024, an estimated $280K.
Lincoln National Corp first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's Invesco S&P MidCap 400 Revenue ETF position peaked at $280K in Q1 2024.
105 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2024.

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