Lincoln National Corp’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-55,391	Closed	-$2.25M	–	120
2024 Q1	$2.25M	Hold	55,391	–	–	0.04%	307
2023 Q4	$2.12M	Buy	55,391 +17,320	+45%	+$628K	0.04%	279
2023 Q3	$1.33M	Sell	38,071 -1,000	-3%	-$36.3K	0.03%	339
2023 Q2	$1.42M	Hold	39,071	–	–	0.03%	325
2023 Q1	$1.32M	Sell	39,071 -157	-0.4%	-$5.19K	0.03%	324
2022 Q4	$1.25M	Buy	39,228 +18,571	+90%	+$588K	0.03%	305
2022 Q3	$611K	Sell	20,657 -941	-4%	-$29.8K	0.02%	440
2022 Q2	$657K	Buy	21,598 +1,000	+5%	+$32K	0.02%	422
2022 Q1	$705K	Hold	20,598	–	–	0.01%	431
2021 Q4	$726K	Buy	20,598 +9,868	+92%	+$338K	0.01%	424
2021 Q3	$359K	Hold	10,730	–	–	0.01%	610
2021 Q2	$356K	Hold	10,730	–	–	0.01%	603
2021 Q1	$342K	Sell	10,730 -1,439	-12%	-$44.6K	0.01%	574
2020 Q4	$371K	Buy	+12,169	New	+$356K	0.01%	511

Other funds holding BDEC

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Equity Buffer ETF December (BDEC) in Q2 2024, closing a stake of 55,391 shares — an estimated $2.25M sold.

Lincoln National Corp first reported a position in BDEC in Q4 2020 and held it in 14 quarters. The position peaked at $2.25M in Q1 2024. 86 funds tracked by Wall St. Rank hold BDEC as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Equity Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 55,391 Innovator US Equity Buffer ETF December shares in Q2 2024, an estimated $2.25M.
Lincoln National Corp first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and held it in 14 quarters.
Lincoln National Corp's Innovator US Equity Buffer ETF December position peaked at $2.25M in Q1 2024.
86 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2024.

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