MWM
KMAY

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

Maltin Wealth Management’s Portfolio KMAY Stock Details KMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-240,266
Closed -$6.8M – 150
2025
Q4 		$6.8M Sell
240,266
-70
-0% -$1.95K 2.7% 9
2025
Q3 		$6.63M Sell
240,336
-752
-0.3% -$20.3K 2.75% 7
2025
Q2 		$6.33M Buy
+241,088
New +$6.18M 2.85% 7

Other funds holding KMAY

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AGWCA
Annis Gardner Whiting Capital Advisors Tampa, Florida $625M AUM 23.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return