$151 Million is the total value of Maltin Wealth Management, Inc.'s 112 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMB | New | ISHARES TRjpmorgan usd emg | $1,655,000 | – | 16,933 | +100.0% | 1.09% | – |
| SJB | New | PROSHARES TRshrt hgh yield | $1,535,000 | – | 84,814 | +100.0% | 1.02% | – |
| BJUL | New | INNOVATOR ETFS TRus eqty bufr jul | $1,085,000 | – | 32,899 | +100.0% | 0.72% | – |
| C | New | CITIGROUP INC | $1,017,000 | – | 19,049 | +100.0% | 0.67% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $776,000 | – | 3,751 | +100.0% | 0.51% | – |
| CME | New | CME GROUP INC | $740,000 | – | 3,112 | +100.0% | 0.49% | – |
| RWM | New | PROSHARES TRshrt russell2000 | $551,000 | – | 24,923 | +100.0% | 0.36% | – |
| POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $457,000 | – | 15,132 | +100.0% | 0.30% | – |
| MDT | New | MEDTRONIC PLC | $409,000 | – | 3,691 | +100.0% | 0.27% | – |
| PJUN | New | INNOVATOR ETFS TRus eqty pwr buf | $231,000 | – | 7,171 | +100.0% | 0.15% | – |
| SPDN | New | DIREXION SHS ETF TRdly s&p500 br 1x | $215,000 | – | 14,789 | +100.0% | 0.14% | – |
| VIEW | New | VIEW INC | $19,000 | – | 10,400 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INNOVATOR ETFS TR | 16 | Q3 2023 | 8.9% |
| INNOVATOR ETFS TR | 16 | Q3 2023 | 6.7% |
| YEXT INC | 16 | Q3 2023 | 7.1% |
| INNOVATOR ETFS TR | 16 | Q3 2023 | 11.5% |
| INVESCO EXCH TRADED FD TR II | 16 | Q3 2023 | 3.1% |
| DBX ETF TR | 16 | Q3 2023 | 3.2% |
| FIDELITY COVINGTON TRUST | 16 | Q3 2023 | 2.7% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 2.0% |
| INNOVATOR ETFS TR | 16 | Q3 2023 | 3.3% |
| FIDELITY COVINGTON TRUST | 16 | Q3 2023 | 1.9% |
View Maltin Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-11 |
| 13F-HR/A | 2023-08-03 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-17 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
View Maltin Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.