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Lincoln National Corp’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Lincoln National Corp’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-132,795
Closed -$5.04M – 833
2024
Q1 		$5.04M Sell
132,795
-2,853
-2% -$106K 0.08% 156
2023
Q4 		$4.91M Buy
135,648
+53,736
+66% +$1.86M 0.09% 140
2023
Q3 		$2.76M Buy
81,912
+13,067
+19% +$449K 0.06% 192
2023
Q2 		$2.36M Buy
68,845
+8,319
+14% +$269K 0.05% 218
2023
Q1 		$1.92M Buy
60,526
+2,724
+5% +$84.4K 0.04% 249
2022
Q4 		$1.75M Sell
57,802
-1,217
-2% -$36.5K 0.04% 244
2022
Q3 		$1.69M Buy
59,019
+19,305
+49% +$582K 0.04% 236
2022
Q2 		$1.17M Sell
39,714
-56,785
-59% -$1.68M 0.03% 313
2022
Q1 		$2.96M Buy
96,499
+2,750
+3% +$83.3K 0.06% 164
2021
Q4 		$2.89M Sell
93,749
-3,696
-4% -$112K 0.06% 170
2021
Q3 		$2.9M Buy
97,445
+83,107
+580% +$2.49M 0.06% 160
2021
Q2 		$425K Buy
14,338
+7,157
+100% +$211K 0.01% 538
2021
Q1 		$211K Hold
7,181
– – 0.01% 744
2020
Q4 		$207K Buy
+7,181
New +$203K 0.01% 701
2020
Q1 		– Sell
-8,191
Closed -$219K – 652
2019
Q4 		$219K Buy
8,191
+58
+0.7% +$1.53K 0.01% 580
2019
Q3 		$212K Hold
8,133
– – 0.01% 530
2019
Q2 		$210K Buy
+8,133
New +$208K 0.01% 517

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2024, closing a stake of 132,795 shares — an estimated $5.04M sold.

Lincoln National Corp first reported a position in PJUL in Q2 2019 and held it in 17 quarters. The position peaked at $5.04M in Q1 2024. 214 funds tracked by Wall St. Rank hold PJUL as of Q2 2024.

  • Lincoln National Corp reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 132,795 Innovator US Equity Power Buffer ETF July shares in Q2 2024, an estimated $5.04M.
  • Lincoln National Corp first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2019 and held it in 17 quarters.
  • Lincoln National Corp's Innovator US Equity Power Buffer ETF July position peaked at $5.04M in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2024.

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