Lincoln National Corp’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-15,259	Closed	-$411K	–	829
2020 Q4	$411K	Hold	15,259	–	–	0.01%	478
2020 Q3	$396K	Sell	15,259 -790	-5%	-$20.2K	0.01%	433
2020 Q2	$400K	Sell	16,049 -509	-3%	-$12.4K	0.01%	424
2020 Q1	$381K	Hold	16,558	–	–	0.01%	387
2019 Q4	$413K	Hold	16,558	–	–	0.01%	434
2019 Q3	$412K	Hold	16,558	–	–	0.02%	390
2019 Q2	$410K	Hold	16,558	–	–	0.02%	362
2019 Q1	$401K	Buy	+16,558	New	+$393K	0.02%	332

Other funds holding UOCT

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Lincoln National Corp's UOCT Position: Q1 2021 in Review

Lincoln National Corp sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2021, closing a stake of 15,259 shares — an estimated $411K sold.

Lincoln National Corp first reported a position in UOCT in Q1 2019 and held it in 8 quarters. The position peaked at $413K in Q4 2019. 33 funds tracked by Wall St. Rank hold UOCT as of Q1 2021.

Lincoln National Corp reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2021 after selling out during the quarter.
Lincoln National Corp sold 15,259 Innovator US Equity Ultra Buffer ETF October shares in Q1 2021, an estimated $411K.
Lincoln National Corp first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2019 and held it in 8 quarters.
Lincoln National Corp's Innovator US Equity Ultra Buffer ETF October position peaked at $413K in Q4 2019.
33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2021.

Based on Lincoln National Corp's 13F filing for Q1 2021, filed 10 May 2021.