MWM
XUSP icon

Maltin Wealth Management’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

Maltin Wealth Management’s Portfolio XUSP Stock Details XUSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$373K – 141
2025
Q1 		$373K Hold
10,000
– – 0.18% 93
2024
Q4 		$402K Hold
10,000
– – 0.2% 91
2024
Q3 		$395K Hold
10,000
– – 0.19% 86
2024
Q2 		$369K Sell
10,000
-67,461
-87% -$2.36M 0.2% 87
2024
Q1 		$2.73M Buy
77,461
+16,049
+26% +$524K 1.53% 18
2023
Q4 		$1.89M Buy
61,412
+2,712
+5% +$76.3K 1.2% 29
2023
Q3 		$1.57M Buy
+58,700
New +$1.67M 1.1% 34

Other funds holding XUSP

FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return