Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History

Outlook Wealth Advisors, LLC

$289 Million
Q4 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,481 shares of BJUL stock, worth $540,552. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,481

Previous 14,942 16.47%

Holding current value

$540,552

Previous $652,000 14.72%

% of portfolio

0.19%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$43.33 - $45.42 $106,635 - $111,778	-2,461 Reduced 16.47%	12,481 $556,000
Q1 2024 Apr 22, 2024	SELL	$37.06 - $40.33 $29,536 - $32,143	-797 Reduced 5.06%	14,942 $602,000
Q3 2023 Oct 10, 2023	BUY	$34.36 - $36.14 $84,319 - $88,687	2,454 Added 18.47%	15,739 $542,000
Q2 2023 Jul 10, 2023	BUY	$32.3 - $35.28 $138,179 - $150,927	4,278 Added 47.5%	13,285 $468,000
Q3 2022 Oct 25, 2022	BUY	$29.15 - $32.84 $262,554 - $295,789	9,007 New	9,007 $263,000
Q1 2022 May 13, 2022	SELL	$31.05 - $33.47 $252,684 - $272,378	-8,138 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$31.15 - $32.37 $253,498 - $263,427	8,138 New	8,138 $257,000

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

3.48M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
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Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History