Maltin Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,808	Closed	-$244K	–	113
2021 Q2	$244K	Sell	8,808 -2,053	-19%	-$56.5K	0.15%	98
2021 Q1	$296K	Sell	10,861 -1,016	-9%	-$27.4K	0.19%	87
2020 Q4	$320K	Sell	11,877 -5,099	-30%	-$135K	0.22%	71
2020 Q3	$441K	Sell	16,976 -1,019	-6%	-$26K	0.31%	61
2020 Q2	$448K	Hold	17,995	–	–	0.34%	58
2020 Q1	$414K	Buy	17,995 +14,650	+438%	+$358K	0.35%	54
2019 Q4	$83K	Buy	+3,345	New	+$83.3K	0.05%	92

Other funds holding UOCT

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

AIC

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Maltin Wealth Management's UOCT Position: Q3 2021 in Review

Maltin Wealth Management sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2021, closing a stake of 8,808 shares — an estimated $244K sold.

Maltin Wealth Management first reported a position in UOCT in Q4 2019 and held it in 7 quarters. The position peaked at $448K in Q2 2020. 27 funds tracked by Wall St. Rank hold UOCT as of Q3 2021.

Maltin Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q3 2021 after selling out during the quarter.
Maltin Wealth Management sold 8,808 Innovator US Equity Ultra Buffer ETF October shares in Q3 2021, an estimated $244K.
Maltin Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2019 and held it in 7 quarters.
Maltin Wealth Management's Innovator US Equity Ultra Buffer ETF October position peaked at $448K in Q2 2020.
27 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2021.

Based on Maltin Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.