MWM
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Maltin Wealth Management’s CapForce IBD Breakout Opportunities ETF BOUT Stock Holding History

Maltin Wealth Management’s Portfolio BOUT Stock Details BOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1
Closed – – 84
2019
Q4 		$0 Buy
+1
New +$20 ﹤0.01% 117

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PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Maltin Wealth Management's BOUT Position: Q1 2020 in Review

Maltin Wealth Management sold out of CapForce IBD Breakout Opportunities ETF (BOUT) in Q1 2020, closing a stake of 1 share.

Maltin Wealth Management first reported a position in BOUT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 8 funds tracked by Wall St. Rank hold BOUT as of Q1 2020.

  • Maltin Wealth Management reported no remaining CapForce IBD Breakout Opportunities ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 1 CapForce IBD Breakout Opportunities ETF share in Q1 2020.
  • Maltin Wealth Management first reported a position in CapForce IBD Breakout Opportunities ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's CapForce IBD Breakout Opportunities ETF position peaked at $0 in Q4 2019.
  • 8 funds tracked by Wall St. Rank held CapForce IBD Breakout Opportunities ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.