Lincoln National Corp Innovator U.S. Small Cap Power Transaction History

Lincoln National Corp

$2.96 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	SELL	$28.13 - $31.16 $56,513 - $62,600	-2,009 Reduced 2.51%	77,948 $2.43 Million
Q4 2023 Feb 06, 2024	BUY	$25.57 - $29.42 $189,882 - $218,472	7,426 Added 10.24%	79,957 $2.33 Million
Q3 2023 Nov 03, 2023	BUY	$26.55 - $28.31 $261,305 - $278,627	9,842 Added 15.7%	72,531 $1.94 Million
Q1 2023 May 01, 2023	BUY	$25.22 - $26.64 $14,324 - $15,131	568 Added 0.91%	62,689 $1.67 Million
Q3 2022 Nov 03, 2022	SELL	$23.93 - $26.6 $144,632 - $160,770	-6,044 Reduced 8.87%	62,121 $1.49 Million
Q2 2022 Aug 02, 2022	BUY	$23.66 - $26.92 $577,398 - $656,955	24,404 Added 55.77%	68,165 $1.64 Million
Q2 2021 Aug 13, 2021	BUY	$26.55 - $27.83 $396,683 - $415,808	14,941 Added 51.84%	43,761 $1.21 Million
Q1 2021 May 10, 2021	BUY	$26.82 - $27.08 $772,952 - $780,445	28,820 New	28,820 $780,000

Others Institutions Holding KAPR

# of Institutions

93

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

348K
Shares

$11.2 Million
1.68% of portfolio
Commonwealth Equity Services, LLC

229K
Shares

$7.38 Million
0.01% of portfolio
O Donnell Financial Services, LLC

175K
Shares

$5.63 Million
2.63% of portfolio
Valtinson Bruner Financial Planning LLC

157K
Shares

$5.05 Million
2.59% of portfolio
Cetera Investment Advisers Schaumburg, IL

152K
Shares

$4.89 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

Ticker KAPR
Sector ETFs
Industry ETFs

More about KAPR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lincoln National Corp, based on Form 13F filings with the SEC.

News

Stay updated on Lincoln National Corp with notifications on news.