Lincoln National Corp’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-40,642	Closed	-$1.14M	–	659
2024 Q1	$1.14M	Sell	40,642 -1,379	-3%	-$37.3K	0.02%	480
2023 Q4	$1.14M	Buy	42,021 +6,583	+19%	+$166K	0.02%	427
2023 Q3	$887K	Buy	35,438 +17,235	+95%	+$444K	0.02%	437
2023 Q2	$468K	Sell	18,203 -743	-4%	-$18.3K	0.01%	639
2023 Q1	$469K	Sell	18,946 -48	-0.3%	-$1.21K	0.01%	610
2022 Q4	$460K	Sell	18,994 -1,904	-9%	-$46.1K	0.01%	556
2022 Q3	$482K	Buy	20,898 +6,356	+44%	+$154K	0.01%	507
2022 Q2	$340K	Hold	14,542	–	–	0.01%	605
2022 Q1	$374K	Hold	14,542	–	–	0.01%	645
2021 Q4	$385K	Buy	14,542 +2,678	+23%	+$71K	0.01%	624
2021 Q3	$310K	Buy	+11,864	New	+$311K	0.01%	668

Other funds holding KJUL

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BFG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2024, closing a stake of 40,642 shares — an estimated $1.14M sold.

Lincoln National Corp first reported a position in KJUL in Q3 2021 and held it in 11 quarters. The position peaked at $1.14M in Q1 2024. 76 funds tracked by Wall St. Rank hold KJUL as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 40,642 Innovator US Small Cap Power Buffer ETF July shares in Q2 2024, an estimated $1.14M.
Lincoln National Corp first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and held it in 11 quarters.
Lincoln National Corp's Innovator US Small Cap Power Buffer ETF July position peaked at $1.14M in Q1 2024.
76 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2024.

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