LNC
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Lincoln National Corp’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Lincoln National Corp’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,648
Closed -$853K – 1014
2024
Q1 		$853K Buy
11,648
+196
+2% +$13.5K 0.01% 568
2023
Q4 		$774K Sell
11,452
-2,874
-20% -$179K 0.01% 524
2023
Q3 		$886K Buy
14,326
+7,734
+117% +$485K 0.02% 438
2023
Q2 		$403K Sell
6,592
-805
-11% -$46.6K 0.01% 683
2023
Q1 		$434K Buy
7,397
+1,695
+30% +$105K 0.01% 639
2022
Q4 		$338K Buy
+5,702
New +$340K 0.01% 660
2022
Q2 		– Sell
-8,057
Closed -$515K – 938
2022
Q1 		$515K Buy
+8,057
New +$515K 0.01% 510
2021
Q3 		– Sell
-7,291
Closed -$467K – 907
2021
Q2 		$467K Buy
+7,291
New +$466K 0.01% 518

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Lincoln National Corp sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2024, closing a stake of 11,648 shares — an estimated $853K sold.

Lincoln National Corp first reported a position in SYLD in Q2 2021 and held it in 8 quarters. The position peaked at $886K in Q3 2023. 183 funds tracked by Wall St. Rank hold SYLD as of Q2 2024.

  • Lincoln National Corp reported no remaining Cambria Shareholder Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,648 Cambria Shareholder Yield ETF shares in Q2 2024, an estimated $853K.
  • Lincoln National Corp first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and held it in 8 quarters.
  • Lincoln National Corp's Cambria Shareholder Yield ETF position peaked at $886K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2024.

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