MWM
TSOC

Maltin Wealth Management’s Innovator Triple Stacker ETF - October TSOC Stock Holding History

Maltin Wealth Management’s Portfolio TSOC Stock Details TSOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,777
Closed -$451K – 117
2023
Q2 		$451K Buy
14,777
+700
+5% +$20.6K 0.32% 69
2023
Q1 		$405K Buy
+14,077
New +$395K 0.29% 72
2021
Q3 		– Sell
-224,087
Closed -$6.8M – 114
2021
Q2 		$6.8M Buy
224,087
+3,887
+2% +$116K 4.13% 5
2021
Q1 		$6.46M Buy
+220,200
New +$6.3M 4.19% 5

Other funds holding TSOC

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Maltin Wealth Management's TSOC Position: Q3 2023 in Review

Maltin Wealth Management sold out of Innovator Triple Stacker ETF - October (TSOC) in Q3 2023, closing a stake of 14,777 shares — an estimated $451K sold.

Maltin Wealth Management first reported a position in TSOC in Q1 2021 and held it in 4 quarters. The position peaked at $6.8M in Q2 2021. 8 funds tracked by Wall St. Rank hold TSOC as of Q3 2023.

  • Maltin Wealth Management reported no remaining Innovator Triple Stacker ETF - October position as of Q3 2023 after selling out during the quarter.
  • Maltin Wealth Management sold 14,777 Innovator Triple Stacker ETF - October shares in Q3 2023, an estimated $451K.
  • Maltin Wealth Management first reported a position in Innovator Triple Stacker ETF - October in Q1 2021 and held it in 4 quarters.
  • Maltin Wealth Management's Innovator Triple Stacker ETF - October position peaked at $6.8M in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - October as of Q3 2023.

Based on Maltin Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.