Lincoln National Corp’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,346	Closed	-$206K	–	999
2024 Q1	$206K	Sell	5,346 -1,236	-19%	-$45.5K	﹤0.01%	1140
2023 Q4	$235K	Sell	6,582 -32,098	-83%	-$1.11M	﹤0.01%	982
2023 Q3	$1.32M	Buy	38,680 +8,056	+26%	+$286K	0.03%	343
2023 Q2	$1.09M	Buy	+30,624	New	+$1.03M	0.02%	387

Other funds holding SSUS

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

RJFSA

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

Lincoln National Corp sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2024, closing a stake of 5,346 shares — an estimated $206K sold.

Lincoln National Corp first reported a position in SSUS in Q2 2023 and held it in 4 quarters. The position peaked at $1.32M in Q3 2023. 70 funds tracked by Wall St. Rank hold SSUS as of Q2 2024.

Lincoln National Corp reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 5,346 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2024, an estimated $206K.
Lincoln National Corp first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.32M in Q3 2023.
70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2024.

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