Lincoln National Corp’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-81,124	Closed	-$3.04M	–	846
2024 Q1	$3.04M	Buy	81,124 +8,723	+12%	+$321K	0.05%	242
2023 Q4	$2.62M	Buy	72,401 +17,310	+31%	+$603K	0.05%	237
2023 Q3	$1.87M	Sell	55,091 -64,710	-54%	-$2.18M	0.04%	265
2023 Q2	$4.01M	Buy	119,801 +2,029	+2%	+$65.6K	0.08%	153
2023 Q1	$3.73M	Sell	117,772 -8,259	-7%	-$256K	0.08%	154
2022 Q4	$3.79M	Buy	126,031 +21,067	+20%	+$627K	0.09%	140
2022 Q3	$3M	Buy	104,964 +16,462	+19%	+$476K	0.07%	150
2022 Q2	$2.48M	Buy	88,502 +17,361	+24%	+$503K	0.06%	180
2022 Q1	$2.15M	Buy	71,141 +3,325	+5%	+$99.3K	0.04%	211
2021 Q4	$2.06M	Buy	67,816 +8,775	+15%	+$264K	0.04%	216
2021 Q3	$1.73M	Buy	59,041 +9,250	+19%	+$270K	0.04%	223
2021 Q2	$1.45M	Sell	49,791 -5,164	-9%	-$149K	0.03%	249
2021 Q1	$1.57M	Sell	54,955 -7,803	-12%	-$219K	0.04%	225
2020 Q4	$1.75M	Sell	62,758 -1,888	-3%	-$51.3K	0.05%	202
2020 Q3	$1.71M	Sell	64,646 -436	-0.7%	-$11.3K	0.05%	182
2020 Q2	$1.64M	Buy	65,082 +13,389	+26%	+$325K	0.05%	174
2020 Q1	$1.17M	Buy	51,693 +20,585	+66%	+$503K	0.04%	186
2019 Q4	$784K	Buy	31,108 +10,476	+51%	+$263K	0.03%	309
2019 Q3	$514K	Hold	20,632	–	–	0.02%	340
2019 Q2	$516K	Buy	20,632 +3,030	+17%	+$75K	0.02%	316
2019 Q1	$430K	Buy	17,602 +850	+5%	+$20.3K	0.02%	320
2018 Q4	$383K	Buy	+16,752	New	+$397K	0.02%	304

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

KAS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2024, closing a stake of 81,124 shares — an estimated $3.04M sold.

Lincoln National Corp first reported a position in POCT in Q4 2018 and held it in 22 quarters. The position peaked at $4.01M in Q2 2023. 175 funds tracked by Wall St. Rank hold POCT as of Q2 2024.

Lincoln National Corp reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 81,124 Innovator US Equity Power Buffer ETF October shares in Q2 2024, an estimated $3.04M.
Lincoln National Corp first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2018 and held it in 22 quarters.
Lincoln National Corp's Innovator US Equity Power Buffer ETF October position peaked at $4.01M in Q2 2023.
175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2024.

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