Number of Shares
189,823.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
2.49%
Total Estimate Gain
$51,277.20
% of Total Estimate Gain
0.88%

Maltin Wealth Management, Inc.'s Innovator U.S. Small Cap Power Buffer ETF - July Holding Summary

As of 2025-03-31, Maltin Wealth Management, Inc. held 189,823.00 shares of Innovator U.S. Small Cap Power Buffer ETF - July(KJUL), totaling $5.31 Mil. This investment constitutes 2.49% of their stock portfolio, and Maltin Wealth Management, Inc. now holds 3.95% of the outstanding Innovator U.S. Small Cap Power Buffer ETF - July(KJUL) stock.

The initial trade took place in 2024Q4. And since then Maltin Wealth Management, Inc. has made 1 purchases of KJUL, at an average price of $29.59, for a total of 195,835.00 shares. In addition, there have been 1 sales at an average price of $29.25 for 6,012.00 shares. Based on historical transaction data and KJUL's current price of $29.87, Maltin Wealth Management, Inc.'s estimated gain on his KJUL holdings is $51,277.20, reflecting a 0.88% gain to date.

Maltin Wealth Management, Inc. KJUL ($29.87) Holding Chart

Maltin Wealth Management, Inc. KJUL ($29.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1