Lincoln National Corp’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,974	Closed	-$597K	–	667
2024 Q1	$597K	Sell	20,974 -2,235	-10%	-$61.7K	0.01%	687
2023 Q4	$639K	Buy	23,209 +5,485	+31%	+$142K	0.01%	591
2023 Q3	$455K	Sell	17,724 -1,376	-7%	-$37.3K	0.01%	634
2023 Q2	$517K	Buy	19,100 +1,000	+6%	+$26K	0.01%	588
2023 Q1	$470K	Buy	18,100 +1,300	+8%	+$34.1K	0.01%	609
2022 Q4	$424K	Buy	16,800 +6,907	+70%	+$174K	0.01%	584
2022 Q3	$239K	Hold	9,893	–	–	0.01%	747
2022 Q2	$239K	Hold	9,893	–	–	0.01%	741
2022 Q1	$261K	Hold	9,893	–	–	0.01%	762
2021 Q4	$271K	Buy	+9,893	New	+$271K	0.01%	752

Other funds holding KOCT

GSIS

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2024, closing a stake of 20,974 shares — an estimated $597K sold.

Lincoln National Corp first reported a position in KOCT in Q4 2021 and held it in 10 quarters. The position peaked at $639K in Q4 2023. 74 funds tracked by Wall St. Rank hold KOCT as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 20,974 Innovator US Small Cap Power Buffer ETF October shares in Q2 2024, an estimated $597K.
Lincoln National Corp first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and held it in 10 quarters.
Lincoln National Corp's Innovator US Small Cap Power Buffer ETF October position peaked at $639K in Q4 2023.
74 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2024.

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