$127 Million is the total value of Maltin Wealth Management, Inc.'s 105 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DSEP | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $4,405,000 | – | 150,020 | +100.0% | 3.48% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $2,915,000 | – | 100,308 | +100.0% | 2.30% | – | |
| KJUL | New | INNOVATOR ETFS TRus sml cp pwr b | $811,000 | – | 35,142 | +100.0% | 0.64% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $310,000 | – | 1,728 | +100.0% | 0.24% | – |
| IEFA | New | ISHARES TRcore msci eafe | $296,000 | – | 5,620 | +100.0% | 0.23% | – |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $273,000 | – | 10,114 | +100.0% | 0.22% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $226,000 | – | 6,192 | +100.0% | 0.18% | – |
| DOG | New | PROSHARES TR | $212,000 | – | 5,500 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.