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 $10.2B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return