Lincoln National Corp’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,620	Closed	-$287K	–	131
2024 Q1	$287K	Hold	7,620	–	–	﹤0.01%	988
2023 Q4	$272K	Hold	7,620	–	–	﹤0.01%	914
2023 Q3	$250K	Hold	7,620	–	–	0.01%	871
2023 Q2	$256K	Buy	+7,620	New	+$246K	0.01%	858
2020 Q3	–	Sell	-12,346	Closed	-$347K	–	685
2020 Q2	$347K	Buy	+12,346	New	+$332K	0.01%	459

Other funds holding BJUN

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Equity Buffer ETF June (BJUN) in Q2 2024, closing a stake of 7,620 shares — an estimated $287K sold.

Lincoln National Corp first reported a position in BJUN in Q2 2020 and held it in 5 quarters. The position peaked at $347K in Q2 2020. 80 funds tracked by Wall St. Rank hold BJUN as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 7,620 Innovator US Equity Buffer ETF June shares in Q2 2024, an estimated $287K.
Lincoln National Corp first reported a position in Innovator US Equity Buffer ETF June in Q2 2020 and held it in 5 quarters.
Lincoln National Corp's Innovator US Equity Buffer ETF June position peaked at $347K in Q2 2020.
80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2024.

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