Lincoln National Corp’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16,569	Closed	-$479K	–	582
2024 Q1	$479K	Sell	16,569 -1,468	-8%	-$41.4K	0.01%	764
2023 Q4	$504K	Hold	18,037	–	–	0.01%	667
2023 Q3	$473K	Sell	18,037 -4,386	-20%	-$115K	0.01%	622
2023 Q2	$585K	Hold	22,423	–	–	0.01%	549
2023 Q1	$566K	Buy	22,423 +1,234	+6%	+$30.6K	0.01%	540
2022 Q4	$504K	Buy	21,189 +11,040	+109%	+$254K	0.01%	535
2022 Q3	$218K	Sell	10,149 -6,865	-40%	-$160K	0.01%	785
2022 Q2	$394K	Hold	17,014	–	–	0.01%	548
2022 Q1	$416K	Hold	17,014	–	–	0.01%	602
2021 Q4	$432K	Buy	+17,014	New	+$430K	0.01%	574

Other funds holding IOCT

GSIS

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

Lincoln National Corp sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2024, closing a stake of 16,569 shares — an estimated $479K sold.

Lincoln National Corp first reported a position in IOCT in Q4 2021 and held it in 10 quarters. The position peaked at $585K in Q2 2023. 56 funds tracked by Wall St. Rank hold IOCT as of Q2 2024.

Lincoln National Corp reported no remaining Innovator International Developed Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 16,569 Innovator International Developed Power Buffer ETF October shares in Q2 2024, an estimated $479K.
Lincoln National Corp first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2021 and held it in 10 quarters.
Lincoln National Corp's Innovator International Developed Power Buffer ETF October position peaked at $585K in Q2 2023.
56 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2024.

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