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Lincoln National Corp’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Lincoln National Corp’s Portfolio EJUL Stock Details EJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,562
Closed -$251K – 317
2024
Q1 		$251K Sell
10,562
-1,646
-13% -$38.5K ﹤0.01% 1039
2023
Q4 		$288K Hold
12,208
– – 0.01% 886
2023
Q3 		$275K Buy
12,208
+1,991
+19% +$45.8K 0.01% 828
2023
Q2 		$236K Buy
+10,217
New +$237K ﹤0.01% 892

Other funds holding EJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2024, closing a stake of 10,562 shares — an estimated $251K sold.

Lincoln National Corp first reported a position in EJUL in Q2 2023 and held it in 4 quarters. The position peaked at $288K in Q4 2023. 56 funds tracked by Wall St. Rank hold EJUL as of Q2 2024.

  • Lincoln National Corp reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,562 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2024, an estimated $251K.
  • Lincoln National Corp first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2023 and held it in 4 quarters.
  • Lincoln National Corp's Innovator Emerging Markets Power Buffer ETF July position peaked at $288K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2024.

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