LNC
SIXJ icon

Lincoln National Corp’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Lincoln National Corp’s Portfolio SIXJ Stock Details SIXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-47,431
Closed -$1.32M – 953
2024
Q1 		$1.32M Sell
47,431
-191,521
-80% -$5.2M 0.02% 439
2023
Q4 		$6.34M Sell
238,952
-1,967
-0.8% -$49.6K 0.11% 108
2023
Q3 		$5.91M Buy
240,919
+13,378
+6% +$334K 0.12% 101
2023
Q2 		$5.67M Buy
+227,541
New +$5.51M 0.11% 106

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

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

Lincoln National Corp sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2024, closing a stake of 47,431 shares — an estimated $1.32M sold.

Lincoln National Corp first reported a position in SIXJ in Q2 2023 and held it in 4 quarters. The position peaked at $6.34M in Q4 2023. 39 funds tracked by Wall St. Rank hold SIXJ as of Q2 2024.

  • Lincoln National Corp reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 47,431 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2024, an estimated $1.32M.
  • Lincoln National Corp first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q2 2023 and held it in 4 quarters.
  • Lincoln National Corp's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $6.34M in Q4 2023.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2024.

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