Lincoln National Corp’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21,733	Closed	-$709K	–	649
2024 Q1	$709K	Sell	21,733 -680	-3%	-$21.7K	0.01%	624
2023 Q4	$699K	Hold	22,413	–	–	0.01%	558
2023 Q3	$659K	Buy	22,413 +1,995	+10%	+$59.5K	0.01%	514
2023 Q2	$608K	Sell	20,418 -3,635	-15%	-$105K	0.01%	533
2023 Q1	$677K	Sell	24,053 -183	-0.8%	-$5.05K	0.01%	492
2022 Q4	$652K	Sell	24,236 -300	-1%	-$8.01K	0.01%	461
2022 Q3	$632K	Buy	+24,536	New	+$658K	0.02%	433

Other funds holding JULW

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

KAS

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

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

Lincoln National Corp sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2024, closing a stake of 21,733 shares — an estimated $709K sold.

Lincoln National Corp first reported a position in JULW in Q3 2022 and held it in 7 quarters. The position peaked at $709K in Q1 2024. 53 funds tracked by Wall St. Rank hold JULW as of Q2 2024.

Lincoln National Corp reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 21,733 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2024, an estimated $709K.
Lincoln National Corp first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and held it in 7 quarters.
Lincoln National Corp's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $709K in Q1 2024.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2024.

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