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Maltin Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Maltin Wealth Management’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
2022
Q2 		– Sell
-15,132
Closed -$457K – 127
2022
Q1 		$457K Buy
+15,132
New +$452K 0.3% 80
2020
Q1 		– Sell
-1
Closed – – 117
2019
Q4 		$0 Buy
+1
New +$25 ﹤0.01% 119

Other funds holding POCT

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
AllianceBernstein
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
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Maltin Wealth Management's POCT Position: Q2 2022 in Review

Maltin Wealth Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2022, closing a stake of 15,132 shares — an estimated $457K sold.

Maltin Wealth Management first reported a position in POCT in Q4 2019 and held it in 2 quarters. The position peaked at $457K in Q1 2022. 87 funds tracked by Wall St. Rank hold POCT as of Q2 2022.

  • Maltin Wealth Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Maltin Wealth Management sold 15,132 Innovator US Equity Power Buffer ETF October shares in Q2 2022, an estimated $457K.
  • Maltin Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2019 and held it in 2 quarters.
  • Maltin Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $457K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2022.

Based on Maltin Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.