Lincoln National Corp’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-90,560	Closed	-$2.55M	–	572
2024 Q1	$2.55M	Sell	90,560 -159,030	-64%	-$4.35M	0.04%	279
2023 Q4	$6.77M	Buy	249,590 +21,533	+9%	+$557K	0.12%	104
2023 Q3	$5.81M	Buy	228,057 +205,444	+909%	+$5.35M	0.12%	104
2023 Q2	$594K	Sell	22,613 -1,140	-5%	-$29.5K	0.01%	543
2023 Q1	$603K	Sell	23,753 -51	-0.2%	-$1.27K	0.01%	524
2022 Q4	$567K	Buy	23,804 +3,755	+19%	+$86K	0.01%	496
2022 Q3	$427K	Buy	+20,049	New	+$456K	0.01%	536
2022 Q2	–	Sell	-14,411	Closed	-$344K	–	898
2022 Q1	$344K	Hold	14,411	–	–	0.01%	675
2021 Q4	$353K	Buy	14,411 +840	+6%	+$20.5K	0.01%	655
2021 Q3	$329K	Buy	+13,571	New	+$332K	0.01%	644

Other funds holding IJUL

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

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

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2024, closing a stake of 90,560 shares — an estimated $2.55M sold.

Lincoln National Corp first reported a position in IJUL in Q3 2021 and held it in 10 quarters. The position peaked at $6.77M in Q4 2023. 82 funds tracked by Wall St. Rank hold IJUL as of Q2 2024.

Lincoln National Corp reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 90,560 Innovator International Developed Power Buffer ETF July shares in Q2 2024, an estimated $2.55M.
Lincoln National Corp first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2021 and held it in 10 quarters.
Lincoln National Corp's Innovator International Developed Power Buffer ETF July position peaked at $6.77M in Q4 2023.
82 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2024.

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