LNC
OCTW icon

Lincoln National Corp’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Lincoln National Corp’s Portfolio OCTW Stock Details OCTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,616
Closed -$596K – 786
2024
Q1 		$596K Sell
17,616
-235
-1% -$7.83K 0.01% 688
2023
Q4 		$584K Buy
+17,851
New +$567K 0.01% 620

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Lincoln National Corp sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2024, closing a stake of 17,616 shares — an estimated $596K sold.

Lincoln National Corp first reported a position in OCTW in Q4 2023 and held it in 2 quarters. The position peaked at $596K in Q1 2024. 44 funds tracked by Wall St. Rank hold OCTW as of Q2 2024.

  • Lincoln National Corp reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 17,616 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2024, an estimated $596K.
  • Lincoln National Corp first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $596K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2024.

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