MWM
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Maltin Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Maltin Wealth Management’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-40,498
Closed -$1.05M – 91
2020
Q2 		$1.05M Buy
+40,498
New +$1.01M 0.79% 37

Other funds holding PSEP

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

Maltin Wealth Management's PSEP Position: Q3 2020 in Review

Maltin Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2020, closing a stake of 40,498 shares — an estimated $1.05M sold.

Maltin Wealth Management first reported a position in PSEP in Q2 2020 and held it in 1 quarter. The position peaked at $1.05M in Q2 2020. 51 funds tracked by Wall St. Rank hold PSEP as of Q3 2020.

  • Maltin Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 40,498 Innovator US Equity Power Buffer ETF September shares in Q3 2020, an estimated $1.05M.
  • Maltin Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2020 and held it in 1 quarter.
  • Maltin Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $1.05M in Q2 2020.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2020.

Based on Maltin Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.