Lincoln National Corp’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-179,092	Closed	-$5.01M	–	157
2024 Q1	$5.01M	Buy	179,092 +37,729	+27%	+$1.03M	0.08%	159
2023 Q4	$3.76M	Buy	+141,363	New	+$3.57M	0.07%	183
2023 Q2	–	Sell	-8,523	Closed	-$200K	–	1030
2023 Q1	$200K	Buy	+8,523	New	+$195K	﹤0.01%	934
2022 Q4	–	Sell	-11,497	Closed	-$240K	–	935
2022 Q3	$240K	Hold	11,497	–	–	0.01%	743
2022 Q2	$247K	Sell	11,497 -85,664	-88%	-$1.92M	0.01%	728
2022 Q1	$2.31M	Buy	97,161 +5,201	+6%	+$122K	0.05%	204
2021 Q4	$2.21M	Buy	91,960 +5,843	+7%	+$138K	0.04%	207
2021 Q3	$1.98M	Buy	86,117 +38,059	+79%	+$880K	0.04%	205
2021 Q2	$1.1M	Buy	48,058 +3,566	+8%	+$80.6K	0.02%	297
2021 Q1	$983K	Buy	44,492 +1,656	+4%	+$36K	0.02%	302
2020 Q4	$920K	Buy	42,836 +27,682	+183%	+$576K	0.02%	295
2020 Q3	$305K	Buy	+15,154	New	+$305K	0.01%	503

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KAS

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

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

Lincoln National Corp sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2024, closing a stake of 179,092 shares — an estimated $5.01M sold.

Lincoln National Corp first reported a position in BUFR in Q3 2020 and held it in 12 quarters. The position peaked at $5.01M in Q1 2024. 324 funds tracked by Wall St. Rank hold BUFR as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 179,092 FT Vest Fund of Buffer ETFs shares in Q2 2024, an estimated $5.01M.
Lincoln National Corp first reported a position in FT Vest Fund of Buffer ETFs in Q3 2020 and held it in 12 quarters.
Lincoln National Corp's FT Vest Fund of Buffer ETFs position peaked at $5.01M in Q1 2024.
324 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2024.

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