Maltin Wealth Management, Inc. Innovator U.S. Small Cap Power Transaction History

Maltin Wealth Management, Inc.

$179 Million
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$27.83 - $30.18 $167,313 - $181,442	-6,012 Reduced 3.07%	189,823 $5.32 Million
Q4 2024 Jan 16, 2025	BUY	$28.78 - $30.34 $163,786 - $172,664	5,691 Added 2.99%	195,835 $5.77 Million
Q3 2024 Oct 09, 2024	BUY	$27.38 - $29.23 $12,047 - $12,861	440 Added 0.23%	190,144 $5.54 Million
Q2 2024 Jul 12, 2024	BUY	$26.59 - $28.26 $178,764 - $189,991	6,723 Added 3.67%	189,704 $5.24 Million
Q1 2024 Apr 15, 2024	BUY	$26.22 - $28.08 $438,686 - $469,806	16,731 Added 10.06%	182,981 $5.14 Million
Q4 2023 Jan 18, 2024	BUY	$23.87 - $27.32 $18,737 - $21,446	785 Added 0.47%	166,250 $4.5 Million
Q3 2023 Oct 10, 2023	BUY	$24.83 - $26.45 $289,542 - $308,433	11,661 Added 7.58%	165,465 $4.14 Million
Q2 2023 Aug 03, 2023	BUY	$23.89 - $25.77 $3.67 Million - $3.96 Million	153,804 New	153,804 $3.95 Million
Q1 2023 Apr 19, 2023	BUY	$24.02 - $26.06 $70,018 - $75,964	2,915 Added 1.97%	150,855 $3.74 Million
Q4 2022 Feb 16, 2023	BUY	$23.21 - $24.96 $2.62 Million - $2.82 Million	112,798 Added 320.98%	147,940 $3.58 Million
Q3 2022 Nov 14, 2022	BUY	$22.95 - $25.25 $806,508 - $887,335	35,142 New	35,142 $811,000

Others Institutions Holding KJUL

# of Institutions

87

Shares Held

2.98M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

346K
Shares

$10.2 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

217K
Shares

$6.4 Million
0.01% of portfolio
Cary Street Partners Financial LLC Richmond, VA

155K
Shares

$4.58 Million
0.13% of portfolio
Xml Financial, LLC

152K
Shares

$4.48 Million
0.39% of portfolio
Trek Financial, LLC Scottsdale, AZ

108K
Shares

$3.18 Million
0.23% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

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