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Simplify Exchange Traded Fun shares owned by Lincoln National

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Lincoln National consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 336k 21.43
2023-12-31 $699k 32k 22.08

More positions owned by Lincoln National

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Lincoln National

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Lincoln National
LPL Financial
Park Edge Advisors
Jane Street
Nwam
Principal Securities
H D Vest Advisory Services
Commonwealth Equity Services
Prosperity Wealth Management
Envestnet Asset Management
Aspen Wealth Strategies
Integrated Wealth Concepts
Citadel Advisors
Sigma Planning

View all funds holding Simplify Exchange Traded Fun