LNC
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Lincoln National Corp’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Lincoln National Corp’s Portfolio ZALT Stock Details ZALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,050
Closed -$440K – 1167
2024
Q1 		$440K Buy
+16,050
New +$434K 0.01% 803

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lincoln National Corp sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q2 2024, closing a stake of 16,050 shares — an estimated $440K sold.

Lincoln National Corp first reported a position in ZALT in Q1 2024 and held it in 1 quarter. The position peaked at $440K in Q1 2024. 33 funds tracked by Wall St. Rank hold ZALT as of Q2 2024.

  • Lincoln National Corp reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 16,050 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2024, an estimated $440K.
  • Lincoln National Corp first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $440K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2024.

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