Lincoln National Corp’s Amplify CEF High Income ETF YYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23,518	Closed	-$284K	–	1166
2024 Q1	$284K	Hold	23,518	–	–	﹤0.01%	993
2023 Q4	$273K	Buy	23,518 +547	+2%	+$6.12K	﹤0.01%	911
2023 Q3	$255K	Hold	22,971	–	–	0.01%	864
2023 Q2	$269K	Buy	22,971 +2,518	+12%	+$29.2K	0.01%	840
2023 Q1	$238K	Sell	20,453 -92	-0.4%	-$1.12K	0.01%	854
2022 Q4	$239K	Sell	20,545 -3,728	-15%	-$44.2K	0.01%	806
2022 Q3	$276K	Sell	24,273 -1,642	-6%	-$21K	0.01%	689
2022 Q2	$328K	Buy	25,915 +680	+3%	+$9.3K	0.01%	620
2022 Q1	$377K	Sell	25,235 -1,258	-5%	-$19.4K	0.01%	640
2021 Q4	$441K	Buy	+26,493	New	+$446K	0.01%	565

Other funds holding YYY

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

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

Lincoln National Corp sold out of Amplify CEF High Income ETF (YYY) in Q2 2024, closing a stake of 23,518 shares — an estimated $284K sold.

Lincoln National Corp first reported a position in YYY in Q4 2021 and held it in 10 quarters. The position peaked at $441K in Q4 2021. 64 funds tracked by Wall St. Rank hold YYY as of Q2 2024.

Lincoln National Corp reported no remaining Amplify CEF High Income ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 23,518 Amplify CEF High Income ETF shares in Q2 2024, an estimated $284K.
Lincoln National Corp first reported a position in Amplify CEF High Income ETF in Q4 2021 and held it in 10 quarters.
Lincoln National Corp's Amplify CEF High Income ETF position peaked at $441K in Q4 2021.
64 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2024.

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