Outlook Wealth Advisors, LLC Reduced Holdings in Q4 2024

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BMAY
Innovator U.S. Equity Buffer E

ETFs
-727
- 3.63%
$39.2 - $40.69 $28.5K - $29.6K
19.3K $777K
JANZ
Listed Fds Tr Trueshares Struc

ETFs
-202
- 2.02%
$34.36 - $36.31 $6.94K - $7.33K
9.81K $337K
GLD
Spdr Gold Trust

ETFs
-32
- 1.31%
$236.59 - $257.5 $7.57K - $8.24K
2.4K $581K
MCO
Moodys Corp

Financial Services
-19
- 2.18%
$454.04 - $500.88 $8.63K - $9.52K
851 $402K
VIG
Vanguard Dividend Appreciation

ETFs
-48
- 2.73%
N/A
1.71K $311K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-259
- 2.23%
$83.09 - $89.28 $21.5K - $23.1K
11.4K $965K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-332
- 3.56%
$41.16 - $42.25 $13.7K - $14K
9.01K $380K
FISV
Fiserv Inc

Technology
-20
- 0.51%
N/A
3.91K $489K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-24
- 0.31%
$50.62 - $50.97 $1.21K - $1.22K
7.81K $396K
IAU
Ishares Gold Trust

ETFs
-4
- 0.04%
$48.37 - $52.65 $193 - $211
10.9K $541K
FTXL
First Tr ETF Vi Nasdaq Semicon
-673
- 4.29%
N/A
15K $0
PNOV
Innovator U.S. Equity Power Bu
-118
- 1.08%
N/A
10.8K $0
Innovator Etfs Trust
-480
- 5.26%
N/A
8.64K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-6.02K
- 12.66%
N/A
41.5K $0
USEP
Innovator U.S. Equity Ultra Bu
-3
- 0.02%
N/A
12.6K $0
Nuveen Global High Income Fd
-3.15K
- 5.61%
N/A
53K $0
BAUG
Innovator U.S. Equity Buffer E
-324
- 2.68%
N/A
11.8K $0
Innovator Etfs Trust
-185
- 1.5%
N/A
12.1K $0
Invesco Exchange Traded Fd T
-1.25K
- 3.72%
N/A
32.4K $0
Innovator Etfs Trust
-6.35K
- 5.08%
N/A
119K $0
Innovator Etfs Trust
-2K
- 2.84%
N/A
68.5K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
-969
- 3.08%
N/A
30.5K $0
TMUS
T Mobile Us, Inc.

Communication Services
-76
- 6.58%
$206.1 - $246.94 $15.7K - $18.8K
1.08K $238K
PSEP
Innovator U.S. Equity Power Bu
-28.7K
- 26.7%
N/A
78.8K $0
QTJL
Innovator Etfs Tr Growth Accel
-526
- 3.42%
$30.57 - $33.17 $16.1K - $17.4K
14.8K $481K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-4.48K
- 4.1%
$13.61 - $14.58 $61K - $65.4K
105K $1.51M
IYW
Ishares Dj Us Tech ETF

ETFs
-434
- 4.19%
$148.14 - $166.23 $64.3K - $72.1K
9.93K $1.58M
IGV
Ishares Expanded Tech Software

ETFs
-113
- 3.79%
$87.5 - $110.17 $9.89K - $12.4K
2.87K $287K
WDAY
Workday, Inc.

Technology
-17
- 0.65%
$233.85 - $279.91 $3.98K - $4.76K
2.59K $669K
BK
Bank Of New York Mellon Corp

Financial Services
-87
- 0.73%
$70.82 - $81.87 $6.16K - $7.12K
11.8K $903K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-577
- 3.25%
$54.89 - $64.32 $31.7K - $37.1K
17.2K $1.04M
HWM
Howmet Aerospace Inc.

Industrials
-87
- 0.94%
$99.72 - $120.09 $8.68K - $10.4K
9.15K $1M
IVV
Ishares Core S&P 500 ETF

ETFs
-439
- 1.46%
$570.51 - $610.59 $250K - $268K
29.7K $17.5M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-1.22K
- 5.55%
$62.32 - $80.47 $76.3K - $98.5K
20.8K $1.51M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-4.65K
- 1.38%
$41.96 - $43.69 $195K - $203K
333K $14.4M
NFLX
Netflix Inc

Communication Services
-5
- 0.47%
$687.65 - $936.56 $3.44K - $4.68K
1.07K $952K
TPR
Tapestry, Inc.

Consumer Cyclical
-317
- 2.26%
$43.54 - $66.18 $13.8K - $21K
13.7K $896K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-3.67K
- 0.95%
$44.7 - $46.74 $164K - $171K
383K $17.7M
AAPL
Apple Inc.

Technology
-245
- 1.04%
$221.69 - $259.02 $54.3K - $63.5K
23.4K $5.85M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-5.71K
- 1.09%
$28.37 - $30.25 $162K - $173K
517K $15.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-322
- 1.21%
$481.22 - $538.17 $155K - $173K
26.2K $13.4M
Activity Summary
Buys All Purchases 133 New Holdings 28 Increased Positions 105 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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