LNC
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Lincoln National Corp’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Lincoln National Corp’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,225
Closed -$465K – 1159
2024
Q1 		$465K Buy
+4,225
New +$414K 0.01% 780

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Lincoln National Corp sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2024, closing a stake of 4,225 shares — an estimated $465K sold.

Lincoln National Corp first reported a position in XMHQ in Q1 2024 and held it in 1 quarter. The position peaked at $465K in Q1 2024. 311 funds tracked by Wall St. Rank hold XMHQ as of Q2 2024.

  • Lincoln National Corp reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,225 Invesco S&P MidCap Quality ETF shares in Q2 2024, an estimated $465K.
  • Lincoln National Corp first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Invesco S&P MidCap Quality ETF position peaked at $465K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2024.

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