LNC
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Lincoln National Corp’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Lincoln National Corp’s Portfolio SPMO Stock Details SPMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-45,344
Closed -$3.64M – 987
2024
Q1 		$3.64M Buy
+45,344
New +$3.34M 0.06% 207

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

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

Lincoln National Corp sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2024, closing a stake of 45,344 shares — an estimated $3.64M sold.

Lincoln National Corp first reported a position in SPMO in Q1 2024 and held it in 1 quarter. The position peaked at $3.64M in Q1 2024. 188 funds tracked by Wall St. Rank hold SPMO as of Q2 2024.

  • Lincoln National Corp reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 45,344 Invesco S&P 500 Momentum ETF shares in Q2 2024, an estimated $3.64M.
  • Lincoln National Corp first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Invesco S&P 500 Momentum ETF position peaked at $3.64M in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2024.

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