Lincoln National Corp’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,596	Closed	-$213K	–	986
2022 Q3	$213K	Buy	5,596 +557	+11%	+$23.6K	0.01%	795
2022 Q2	$215K	Buy	+5,039	New	+$230K	0.01%	783
2022 Q1	–	Sell	-4,197	Closed	-$212K	–	966
2021 Q4	$212K	Buy	+4,197	New	+$211K	﹤0.01%	832
2020 Q2	–	Sell	-12,030	Closed	-$460K	–	676
2020 Q1	$460K	Sell	12,030 -224	-2%	-$10.6K	0.02%	353
2019 Q4	$621K	Buy	12,254 +182	+2%	+$9.04K	0.02%	348
2019 Q3	$588K	Sell	12,072 -4,747	-28%	-$233K	0.02%	313
2019 Q2	$822K	Buy	16,819 +621	+4%	+$29.9K	0.03%	231
2019 Q1	$774K	Buy	16,198 +162	+1%	+$7.54K	0.03%	237
2018 Q4	$711K	Sell	16,036 -543	-3%	-$26.3K	0.03%	218
2018 Q3	$863K	Buy	16,579 +164	+1%	+$8.5K	0.03%	195
2018 Q2	$821K	Buy	16,415 +245	+2%	+$12.1K	0.03%	195
2018 Q1	$779K	Sell	16,170 -14,186	-47%	-$712K	0.03%	197
2017 Q4	$1.53M	Buy	+30,356	New	+$1.53M	0.05%	183

Other funds holding XYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

RJFSA

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Lincoln National Corp's XYLD Position: Q4 2022 in Review

Lincoln National Corp sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2022, closing a stake of 5,596 shares — an estimated $213K sold.

Lincoln National Corp first reported a position in XYLD in Q4 2017 and held it in 13 quarters. The position peaked at $1.53M in Q4 2017. 174 funds tracked by Wall St. Rank hold XYLD as of Q4 2022.

Lincoln National Corp reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
Lincoln National Corp sold 5,596 Global X S&P 500 Covered Call ETF shares in Q4 2022, an estimated $213K.
Lincoln National Corp first reported a position in Global X S&P 500 Covered Call ETF in Q4 2017 and held it in 13 quarters.
Lincoln National Corp's Global X S&P 500 Covered Call ETF position peaked at $1.53M in Q4 2017.
174 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2022.

Based on Lincoln National Corp's 13F filing for Q4 2022, filed 8 Feb 2023.