Maltin Wealth Management, Inc. Buys Invesco DWA Emerging Markets Momentum ETF, JPMorgan Ultra-Short Income, iShares Currency Hedged MSCI EAFE, Sells ISHARES TRUST, ISHARES S&P GSCI C, Invesco S P 500 Equal Weight ETF

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Aug 05, 2020
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Investment company Maltin Wealth Management, Inc. (Current Portfolio) buys Invesco DWA Emerging Markets Momentum ETF, JPMorgan Ultra-Short Income, iShares Currency Hedged MSCI EAFE, Invesco DB Commodity Index Tracking Fund, Nuveen S&P 500 Buy-Write Income Fund, sells ISHARES TRUST, ISHARES S&P GSCI C, Invesco S P 500 Equal Weight ETF, FIDELITY COV TRS, PROSHARES TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Maltin Wealth Management, Inc.. As of 2020Q2, Maltin Wealth Management, Inc. owns 59 stocks with a total value of $76 million. These are the details of the buys and sells.

For the details of Maltin Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/maltin+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Maltin Wealth Management, Inc.
  1. Yext Inc (YEXT) - 565,682 shares, 12.39% of the total portfolio.
  2. iShares Core MSCI EAFE (IEFA) - 77,345 shares, 5.83% of the total portfolio. Shares added by 0.26%
  3. ISHARES GOLD TRUST (IAU) - 241,260 shares, 5.41% of the total portfolio. Shares added by 15.41%
  4. DBX ETF TRUST (DBEF) - 116,201 shares, 4.63% of the total portfolio. Shares added by 6.02%
  5. Blackrock Municipal 2020 Term Trust (BKK) - 211,474 shares, 4.19% of the total portfolio. Shares added by 0.70%
New Purchase: Invesco DWA Emerging Markets Momentum ETF (PIE)

Maltin Wealth Management, Inc. initiated holding in Invesco DWA Emerging Markets Momentum ETF. The purchase prices were between $14.08 and $18.03, with an estimated average price of $16.4. The stock is now traded at around $20.33. The impact to a portfolio due to this purchase was 4.13%. The holding were 174,093 shares as of .

New Purchase: JPMorgan Ultra-Short Income (JPST)

Maltin Wealth Management, Inc. initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $49.62 and $50.75, with an estimated average price of $50.35. The stock is now traded at around $50.84. The impact to a portfolio due to this purchase was 3.69%. The holding were 55,230 shares as of .

New Purchase: iShares Currency Hedged MSCI EAFE (HEFA)

Maltin Wealth Management, Inc. initiated holding in iShares Currency Hedged MSCI EAFE. The purchase prices were between $22.88 and $28.35, with an estimated average price of $25.8. The stock is now traded at around $27.44. The impact to a portfolio due to this purchase was 2.11%. The holding were 57,932 shares as of .

New Purchase: Invesco DB Commodity Index Tracking Fund (DBC)

Maltin Wealth Management, Inc. initiated holding in Invesco DB Commodity Index Tracking Fund. The purchase prices were between $10.5 and $12.46, with an estimated average price of $11.55. The stock is now traded at around $13.38. The impact to a portfolio due to this purchase was 1.97%. The holding were 121,404 shares as of .

New Purchase: SSGA ACTIVE ETF TR (TOTL)

Maltin Wealth Management, Inc. initiated holding in SSGA ACTIVE ETF TR. The purchase prices were between $47.65 and $49.55, with an estimated average price of $48.97. The stock is now traded at around $49.84. The impact to a portfolio due to this purchase was 0.8%. The holding were 12,228 shares as of .

New Purchase: The Home Depot Inc (HD)

Maltin Wealth Management, Inc. initiated holding in The Home Depot Inc. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $267.21. The impact to a portfolio due to this purchase was 0.32%. The holding were 968 shares as of .

Added: Nuveen S&P 500 Buy-Write Income Fund (BXMX)

Maltin Wealth Management, Inc. added to a holding in Nuveen S&P 500 Buy-Write Income Fund by 64.99%. The purchase prices were between $9.81 and $11.65, with an estimated average price of $10.86. The stock is now traded at around $11.48. The impact to a portfolio due to this purchase was 1.48%. The holding were 258,420 shares as of .

Added: ISHARES TRUST (TIP)

Maltin Wealth Management, Inc. added to a holding in ISHARES TRUST by 175.97%. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $126.36. The impact to a portfolio due to this purchase was 0.6%. The holding were 5,776 shares as of .

Added: First Trust Energy Income & Growth Fund (FEN)

Maltin Wealth Management, Inc. added to a holding in First Trust Energy Income & Growth Fund by 36.03%. The purchase prices were between $8.73 and $13.06, with an estimated average price of $11.13. The stock is now traded at around $10.35. The impact to a portfolio due to this purchase was 0.12%. The holding were 31,557 shares as of .

Sold Out: ISHARES S&P GSCI C (GSG)

Maltin Wealth Management, Inc. sold out a holding in ISHARES S&P GSCI C. The sale prices were between $7.93 and $10.48, with an estimated average price of $9.52.

Sold Out: Microsoft Corp (MSFT)

Maltin Wealth Management, Inc. sold out a holding in Microsoft Corp. The sale prices were between $152.11 and $203.51, with an estimated average price of $180.95.

Sold Out: Johnson & Johnson (JNJ)

Maltin Wealth Management, Inc. sold out a holding in Johnson & Johnson. The sale prices were between $128.81 and $155.51, with an estimated average price of $145.42.

Sold Out: SPDR SERIES TRUST (SPYG)

Maltin Wealth Management, Inc. sold out a holding in SPDR SERIES TRUST. The sale prices were between $34.16 and $45.45, with an estimated average price of $41.41.

Sold Out: PIMCO New York Municipal Income Fund II (PNI)

Maltin Wealth Management, Inc. sold out a holding in PIMCO New York Municipal Income Fund II. The sale prices were between $9.3 and $10.5, with an estimated average price of $10.01.

Sold Out: General Mills Inc (GIS)

Maltin Wealth Management, Inc. sold out a holding in General Mills Inc. The sale prices were between $52.77 and $63.56, with an estimated average price of $60.14.



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