Lincoln National Corp’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-54,471	Closed	-$2.27M	–	138
2024 Q1	$2.27M	Buy	54,471 +42,632	+360%	+$1.73M	0.04%	303
2023 Q4	$469K	Sell	11,839 -3,595	-23%	-$135K	0.01%	701
2023 Q3	$561K	Hold	15,434	–	–	0.01%	568
2023 Q2	$573K	Hold	15,434	–	–	0.01%	556
2023 Q1	$535K	Buy	15,434 +2,783	+22%	+$93.2K	0.01%	562
2022 Q4	$407K	Hold	12,651	–	–	0.01%	596
2022 Q3	$382K	Hold	12,651	–	–	0.01%	572
2022 Q2	$391K	Hold	12,651	–	–	0.01%	554
2022 Q1	$443K	Sell	12,651 -300	-2%	-$10.3K	0.01%	577
2021 Q4	$448K	Hold	12,951	–	–	0.01%	557
2021 Q3	$427K	Sell	12,951 -23,497	-64%	-$782K	0.01%	552
2021 Q2	$1.2M	Hold	36,448	–	–	0.03%	278
2021 Q1	$1.14M	Buy	+36,448	New	+$1.1M	0.03%	269

Other funds holding BMAR

BCM

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

PCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MPCL

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

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

Lincoln National Corp sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2024, closing a stake of 54,471 shares — an estimated $2.27M sold.

Lincoln National Corp first reported a position in BMAR in Q1 2021 and held it in 13 quarters. The position peaked at $2.27M in Q1 2024. 99 funds tracked by Wall St. Rank hold BMAR as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 54,471 Innovator US Equity Buffer ETF March shares in Q2 2024, an estimated $2.27M.
Lincoln National Corp first reported a position in Innovator US Equity Buffer ETF March in Q1 2021 and held it in 13 quarters.
Lincoln National Corp's Innovator US Equity Buffer ETF March position peaked at $2.27M in Q1 2024.
99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2024.

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