Lincoln National Corp’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-54,813	Closed	-$1.94M	–	658
2024 Q1	$1.94M	Buy	54,813 +35,458	+183%	+$1.21M	0.03%	340
2023 Q4	$664K	Buy	19,355 +2,819	+17%	+$87.7K	0.01%	576
2023 Q3	$508K	Hold	16,536	–	–	0.01%	596
2023 Q2	$529K	Sell	16,536 -900	-5%	-$27.8K	0.01%	579
2023 Q1	$536K	Buy	17,436 +555	+3%	+$17.2K	0.01%	560
2022 Q4	$505K	Hold	16,881	–	–	0.01%	533
2022 Q3	$476K	Hold	16,881	–	–	0.01%	512
2022 Q2	$477K	Hold	16,881	–	–	0.01%	491
2022 Q1	$527K	Buy	+16,881	New	+$523K	0.01%	500
2021 Q3	–	Sell	-8,355	Closed	-$261K	–	885
2021 Q2	$261K	Hold	8,355	–	–	0.01%	723
2021 Q1	$254K	Buy	+8,355	New	+$250K	0.01%	680

Other funds holding KJAN

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2024, closing a stake of 54,813 shares — an estimated $1.94M sold.

Lincoln National Corp first reported a position in KJAN in Q1 2021 and held it in 11 quarters. The position peaked at $1.94M in Q1 2024. 123 funds tracked by Wall St. Rank hold KJAN as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 54,813 Innovator US Small Cap Power Buffer ETF January shares in Q2 2024, an estimated $1.94M.
Lincoln National Corp first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2021 and held it in 11 quarters.
Lincoln National Corp's Innovator US Small Cap Power Buffer ETF January position peaked at $1.94M in Q1 2024.
123 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2024.

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