LNC
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Lincoln National Corp’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lincoln National Corp’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-66,072
Closed -$2.78M – 1150
2024
Q1 		$2.78M Sell
66,072
-1,063
-2% -$42.8K 0.04% 262
2023
Q4 		$2.53M Sell
67,135
-3,894
-5% -$139K 0.04% 241
2023
Q3 		$2.41M Sell
71,029
-2,571
-3% -$90.4K 0.05% 215
2023
Q2 		$2.57M Buy
73,600
+53,470
+266% +$1.74M 0.05% 203
2023
Q1 		$625K Buy
20,130
+2,470
+14% +$72.4K 0.01% 513
2022
Q4 		$487K Buy
17,660
+20
+0.1% +$564 0.01% 543
2022
Q3 		$475K Buy
17,640
+5,750
+48% +$173K 0.01% 514
2022
Q2 		$341K Buy
11,890
+650
+6% +$20.3K 0.01% 602
2022
Q1 		$395K Sell
11,240
-3,710
-25% -$128K 0.01% 626
2021
Q4 		$552K Buy
14,950
+10
+0.1% +$356 0.01% 491
2021
Q3 		$493K Buy
14,940
+10
+0.1% +$339 0.01% 504
2021
Q2 		$486K Buy
14,930
+20
+0.1% +$627 0.01% 506
2021
Q1 		$442K Sell
14,910
-1,470
-9% -$42.8K 0.01% 498
2020
Q4 		$467K Buy
16,380
+20
+0.1% +$545 0.01% 433
2020
Q3 		$428K Sell
16,360
-150
-0.9% -$3.88K 0.01% 413
2020
Q2 		$393K Sell
16,510
-1,270
-7% -$28.4K 0.01% 427
2020
Q1 		$348K Buy
17,780
+710
+4% +$16K 0.01% 410
2019
Q4 		$398K Buy
17,070
+30
+0.2% +$667 0.01% 442
2019
Q3 		$362K Buy
17,040
+7,270
+74% +$154K 0.01% 415
2019
Q2 		$205K Buy
+9,770
New +$202K 0.01% 524
2018
Q4 		– Sell
-12,270
Closed -$257K – 528
2018
Q3 		$257K Hold
12,270
– – 0.01% 398
2018
Q2 		$236K Buy
+12,270
New +$235K 0.01% 415
2018
Q1 		– Sell
-24,540
Closed -$466K – 629
2017
Q4 		$466K Buy
24,540
+12,270
+100% +$227K 0.01% 384
2017
Q3 		$218K Hold
12,270
– – 0.01% 369
2017
Q2 		$210K Buy
+12,270
New +$208K 0.01% 326

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Lincoln National Corp sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2024, closing a stake of 66,072 shares — an estimated $2.78M sold.

Lincoln National Corp first reported a position in XLG in Q2 2017 and held it in 25 quarters. The position peaked at $2.78M in Q1 2024. 384 funds tracked by Wall St. Rank hold XLG as of Q2 2024.

  • Lincoln National Corp reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 66,072 Invesco S&P 500 Top 50 ETF shares in Q2 2024, an estimated $2.78M.
  • Lincoln National Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2017 and held it in 25 quarters.
  • Lincoln National Corp's Invesco S&P 500 Top 50 ETF position peaked at $2.78M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2024.

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