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Lincoln National Corp’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Lincoln National Corp’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43,236
Closed -$1.74M – 132
2024
Q1 		$1.74M Sell
43,236
-939
-2% -$36.5K 0.03% 366
2023
Q4 		$1.66M Buy
44,175
+12,471
+39% +$444K 0.03% 329
2023
Q3 		$1.09M Buy
31,704
+2,000
+7% +$70.8K 0.02% 385
2023
Q2 		$1.05M Buy
29,704
+10,917
+58% +$364K 0.02% 395
2023
Q1 		$614K Sell
18,787
-1,068
-5% -$34.1K 0.01% 519
2022
Q4 		$614K Hold
19,855
– – 0.01% 476
2022
Q3 		$579K Buy
19,855
+12,529
+171% +$392K 0.01% 454
2022
Q2 		$221K Sell
7,326
-42,145
-85% -$1.31M 0.01% 768
2022
Q1 		$1.63M Hold
49,471
– – 0.03% 264
2021
Q4 		$1.65M Hold
49,471
– – 0.03% 251
2021
Q3 		$1.56M Buy
49,471
+3,822
+8% +$122K 0.03% 241
2021
Q2 		$1.43M Buy
45,649
+3,504
+8% +$109K 0.03% 251
2021
Q1 		$1.3M Hold
42,145
– – 0.03% 246
2020
Q4 		$1.27M Buy
42,145
+1,944
+5% +$56.9K 0.03% 241
2020
Q3 		$1.14M Hold
40,201
– – 0.03% 234
2020
Q2 		$1.08M Hold
40,201
– – 0.03% 228
2020
Q1 		$955K Buy
40,201
+1,321
+3% +$35.1K 0.04% 218
2019
Q4 		$1.07M Hold
38,880
– – 0.03% 248
2019
Q3 		$1.02M Hold
38,880
– – 0.04% 221
2019
Q2 		$1M Buy
+38,880
New +$999K 0.04% 203

Other funds holding BJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2024, closing a stake of 43,236 shares — an estimated $1.74M sold.

Lincoln National Corp first reported a position in BJUL in Q2 2019 and held it in 20 quarters. The position peaked at $1.74M in Q1 2024. 103 funds tracked by Wall St. Rank hold BJUL as of Q2 2024.

  • Lincoln National Corp reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 43,236 Innovator US Equity Buffer ETF July shares in Q2 2024, an estimated $1.74M.
  • Lincoln National Corp first reported a position in Innovator US Equity Buffer ETF July in Q2 2019 and held it in 20 quarters.
  • Lincoln National Corp's Innovator US Equity Buffer ETF July position peaked at $1.74M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2024.

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