Maltin Wealth Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,774	Closed	-$489K	–	123
2021 Q3	$489K	Sell	17,774 -1,481	-8%	-$40.8K	0.3%	70
2021 Q2	$528K	Buy	+19,255	New	+$524K	0.32%	67

Other funds holding UFEB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

WKSWA

White Knight Strategic Wealth Advisors Princeton, New Jersey $143M AUM 29.95% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Maltin Wealth Management's UFEB Position: Q4 2021 in Review

Maltin Wealth Management sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q4 2021, closing a stake of 17,774 shares — an estimated $489K sold.

Maltin Wealth Management first reported a position in UFEB in Q2 2021 and held it in 2 quarters. The position peaked at $528K in Q2 2021. 26 funds tracked by Wall St. Rank hold UFEB as of Q4 2021.

Maltin Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q4 2021 after selling out during the quarter.
Maltin Wealth Management sold 17,774 Innovator US Equity Ultra Buffer ETF February shares in Q4 2021, an estimated $489K.
Maltin Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q2 2021 and held it in 2 quarters.
Maltin Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $528K in Q2 2021.
26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2021.

Based on Maltin Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.