Maltin Wealth Management’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History

Maltin Wealth Management’s Portfolio UAUG Stock Details UAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-71,483	Closed	-$2.2M	–	124
2023 Q4	$2.2M	Sell	71,483 -2,088	-3%	-$61.4K	1.4%	23
2023 Q3	$2.11M	Buy	+73,571	New	+$2.15M	1.47%	18

Other funds holding UAUG

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return