Lincoln National Corp’s iShares Future Exponential Technologies ETF XT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,905	Closed	-$233K	–	1164
2024 Q1	$233K	Sell	3,905 -3,519	-47%	-$207K	﹤0.01%	1082
2023 Q4	$444K	Buy	7,424 +290	+4%	+$15.6K	0.01%	721
2023 Q3	$372K	Sell	7,134 -19	-0.3%	-$1.05K	0.01%	701
2023 Q2	$398K	Buy	7,153 +194	+3%	+$10.2K	0.01%	689
2023 Q1	$367K	Sell	6,959 -1,400	-17%	-$72K	0.01%	695
2022 Q4	$396K	Buy	8,359 +3,760	+82%	+$180K	0.01%	601
2022 Q3	$205K	Buy	4,599 +33	+0.7%	+$1.65K	0.01%	811
2022 Q2	$219K	Buy	4,566 +188	+4%	+$9.76K	0.01%	777
2022 Q1	$259K	Buy	+4,378	New	+$257K	0.01%	768
2019 Q4	–	Sell	-5,385	Closed	-$209K	–	669
2019 Q3	$209K	Buy	+5,385	New	+$207K	0.01%	533

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 3,905 shares — an estimated $233K sold.

Lincoln National Corp first reported a position in XT in Q3 2019 and held it in 10 quarters. The position peaked at $444K in Q4 2023. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

Lincoln National Corp reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 3,905 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $233K.
Lincoln National Corp first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and held it in 10 quarters.
Lincoln National Corp's iShares Future Exponential Technologies ETF position peaked at $444K in Q4 2023.
244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

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