Lincoln National Corp’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-24,762	Closed	-$1.08M	–	129
2024 Q1	$1.08M	Buy	24,762 +6,721	+37%	+$284K	0.02%	498
2023 Q4	$737K	Buy	18,041 +9,544	+112%	+$365K	0.01%	544
2023 Q3	$312K	Sell	8,497 -855	-9%	-$32.4K	0.01%	769
2023 Q2	$353K	Hold	9,352	–	–	0.01%	736
2023 Q1	$329K	Hold	9,352	–	–	0.01%	738
2022 Q4	$309K	Hold	9,352	–	–	0.01%	697
2022 Q3	$290K	Hold	9,352	–	–	0.01%	673
2022 Q2	$301K	Hold	9,352	–	–	0.01%	653
2022 Q1	$338K	Buy	9,352 +1,603	+21%	+$57.2K	0.01%	680
2021 Q4	$289K	Hold	7,749	–	–	0.01%	723
2021 Q3	$279K	Hold	7,749	–	–	0.01%	711
2021 Q2	$278K	Hold	7,749	–	–	0.01%	697
2021 Q1	$265K	Buy	+7,749	New	+$258K	0.01%	659
2019 Q3	–	Sell	-10,030	Closed	-$288K	–	583
2019 Q2	$288K	Hold	10,030	–	–	0.01%	428
2019 Q1	$279K	Buy	+10,030	New	+$270K	0.01%	402

Other funds holding BJAN

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

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

PCM

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

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

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2024, closing a stake of 24,762 shares — an estimated $1.08M sold.

Lincoln National Corp first reported a position in BJAN in Q1 2019 and held it in 15 quarters. The position peaked at $1.08M in Q1 2024. 104 funds tracked by Wall St. Rank hold BJAN as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 24,762 Innovator US Equity Buffer ETF January shares in Q2 2024, an estimated $1.08M.
Lincoln National Corp first reported a position in Innovator US Equity Buffer ETF January in Q1 2019 and held it in 15 quarters.
Lincoln National Corp's Innovator US Equity Buffer ETF January position peaked at $1.08M in Q1 2024.
104 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2024.

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