Maltin Wealth Management, Inc. PIE holdings history
INVESCO DORSEY WRIGHT EMERGI · CUSIP 46138E867 · CIK 1764260
As of 2026-06-30, Maltin Wealth Management, Inc. reported 180.24K PIE (shares), valued at $6.02M, or 2.01% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares decreased 0.65%; reported value increased 27.46%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.01% | 180,244 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 1.80% | 181,424 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 1.57% | 166,492 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 1.63% | 161,155 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 1.49% | 158,509 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 1.33% | 156,010 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 2.87% | 304,240 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 2.99% | 298,237 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 3.15% | 274,769 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 3.01% | 257,005 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 2.97% | 236,538 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 3.05% | 235,739 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.05% | 235,739 | $4.37M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.97% | 236,538 | $4.66M | Shares increased 0.34%; reported value increased 6.51%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 3.01% | 257,005 | $5.35M | Shares increased 8.65%; reported value increased 14.94%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 3.15% | 274,769 | $5.87M | Shares increased 6.91%; reported value increased 9.57%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.99% | 298,237 | $6.15M | Shares increased 8.54%; reported value increased 4.84%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 2.87% | 304,240 | $5.85M | Shares increased 2.01%; reported value decreased 4.91%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 1.33% | 156,010 | $2.84M | Shares decreased 48.72%; reported value decreased 51.50%, and weight changed -1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 1.49% | 158,509 | $3.32M | Shares increased 1.60%; reported value increased 17.03%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 1.63% | 161,155 | $3.93M | Shares increased 1.67%; reported value increased 18.47%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 1.57% | 166,492 | $3.94M | Shares increased 3.31%; reported value increased 0.09%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 1.80% | 181,424 | $4.72M | Shares increased 8.97%; reported value increased 19.99%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 2.01% | 180,244 | $6.02M | Shares decreased 0.65%; reported value increased 27.46%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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