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Invesco Exchange W&p 500 Qualit equities shares owned by Lincoln National

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National investment in Invesco Exchange W&p 500 Qualit equities

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities held by Lincoln National consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 90k 60.42
2023-12-31 $4.8M 88k 54.08
2023-09-30 $4.3M 87k 50.04
2023-06-30 $4.1M 82k 50.45
2023-03-31 $3.5M 73k 47.32
2022-12-31 $3.2M 73k 44.00
2022-09-30 $3.2M 80k 39.73
2022-06-30 $3.9M 93k 41.88
2022-03-31 $5.2M 104k 49.91
2021-12-31 $4.6M 86k 53.21
2021-09-30 $4.4M 91k 48.56
2021-06-30 $4.6M 94k 48.60
2021-03-31 $4.2M 94k 44.33
2020-12-31 $4.0M 94k 42.11
2020-09-30 $3.7M 95k 38.66
2020-06-30 $3.4M 95k 35.41
2020-03-31 $2.9M 95k 29.93
2019-12-31 $3.5M 96k 36.57
2019-09-30 $3.3M 100k 33.54
2019-06-30 $3.3M 99k 33.12
2019-03-31 $2.8M 87k 32.15
2018-12-31 $2.2M 80k 27.81
2018-09-30 $2.6M 79k 32.80
2018-06-30 $2.4M 79k 30.00

More positions owned by Lincoln National

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)

View all positions for Lincoln National

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Wealth Enhancement Advisory Services
FMR
Wells Fargo & Company
Raymond James Financial
Fifth Third Bancorp
Vantagepoint Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Advisor Group Holdings
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L

View all funds holding Invesco Exchange W&p 500 Qualit equities