Lincoln National Corp’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,519	Closed	-$519K	–	1160
2024 Q1	$519K	Buy	+4,519	New	+$458K	0.01%	736
2023 Q2	–	Sell	-3,745	Closed	-$283K	–	1080
2023 Q1	$283K	Buy	+3,745	New	+$287K	0.01%	789

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

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

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

Lincoln National Corp sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2024, closing a stake of 4,519 shares — an estimated $519K sold.

Lincoln National Corp first reported a position in XMMO in Q1 2023 and held it in 2 quarters. The position peaked at $519K in Q1 2024. 242 funds tracked by Wall St. Rank hold XMMO as of Q2 2024.

Lincoln National Corp reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 4,519 Invesco S&P MidCap Momentum ETF shares in Q2 2024, an estimated $519K.
Lincoln National Corp first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2023 and held it in 2 quarters.
Lincoln National Corp's Invesco S&P MidCap Momentum ETF position peaked at $519K in Q1 2024.
242 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2024.

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