MWM
KFEB

Maltin Wealth Management’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Maltin Wealth Management’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,443
Closed -$467K – 135
2025
Q3 		$467K Buy
+17,443
New +$450K 0.19% 81

Other funds holding KFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Maltin Wealth Management's KFEB Position: Q4 2025 in Review

Maltin Wealth Management sold out of Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q4 2025, closing a stake of 17,443 shares — an estimated $467K sold.

Maltin Wealth Management first reported a position in KFEB in Q3 2025 and held it in 1 quarter. The position peaked at $467K in Q3 2025. 31 funds tracked by Wall St. Rank hold KFEB as of Q4 2025.

  • Maltin Wealth Management reported no remaining Innovator U.S. Small Cap Power Buffer ETF - February position as of Q4 2025 after selling out during the quarter.
  • Maltin Wealth Management sold 17,443 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q4 2025, an estimated $467K.
  • Maltin Wealth Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q3 2025 and held it in 1 quarter.
  • Maltin Wealth Management's Innovator U.S. Small Cap Power Buffer ETF - February position peaked at $467K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q4 2025.

Based on Maltin Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.