Outlook Wealth Advisors, LLC ETFs

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VB Vanguard Small Cap ETF	$0	$565,000 0.19% of portfolio	2,552	Q1 2025 Added 0.63%
GRID First Tr Nasdaq Clean Edge Sma	$0	$545,000 0.18% of portfolio	4,776	Q1 2025 Added 19.07%
BJUL Innovator U.S. Equity Buffer E	$0	$514,000 0.17% of portfolio	11,957	Q1 2025 Reduced 4.2%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$493,000 0.17% of portfolio	7,550	Q1 2025 Added 0.39%
SPMD Spdr Portfolio	$0	$461,000 0.15% of portfolio	9,037	Q1 2025 Added 9.59%
SPLB Spdr Portfolio Long Term Corpo	$0	$453,000 0.15% of portfolio	20,177	Q1 2025 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$415,000 0.14% of portfolio	4,526	Q1 2025 Reduced 39.35%
NOCT Innovator Growth 100 Power Buf	$0	$410,000 0.14% of portfolio	8,257	Q4 2024 Added 8.49%
XLK Technology Sector Spdr	$0	$406,000 0.14% of portfolio	1,969	Q1 2025 Reduced 23.59%
FISR Ssga Active Tr Spdr Ssga Fixed	$0	$396,000 0.13% of portfolio	15,372	Q1 2025 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$393,000 0.13% of portfolio	7,776	Q1 2025 Reduced 0.45%
USMV Ishares Msci Usa Min Vol Facto	$0	$384,000 0.13% of portfolio	4,142	Q3 2023 Reduced 4.72%
SPSM Spdr Portfolio S&P 600 Small C	$0	$374,000 0.13% of portfolio	9,233	Q1 2025 Reduced 37.96%
PJAN Innovator U.S. Equity Power Bu	$0	$372,000 0.13% of portfolio	9,005	Q4 2024 Reduced 3.56%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$371,000 0.12% of portfolio	11,531	Q1 2025 Reduced 3.1%
SPEU Spdr Index Shs Fds Spdr Portfo	$0	$370,000 0.12% of portfolio	8,300	Q1 2025 New
XDEC First Tr ETF Viii Cboe Vest U	$0	$360,000 0.12% of portfolio	9,831	Q1 2024 Reduced 45.65%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$351,000 0.12% of portfolio	5,204	Q1 2025 Reduced 2.89%
IWV Ishares Russell 3000 ETF	$0	$337,000 0.11% of portfolio	1,068	Q1 2024 Reduced 16.1%
JANZ Listed Fds Tr Trueshares Struc	$0	$319,000 0.11% of portfolio	9,655	Q1 2025 Reduced 1.61%
VIG Vanguard Dividend Appreciation	$0	$311,000 0.1% of portfolio	1,709	Q4 2024 Reduced 2.73%
BJAN Innovator U.S. Equity Buffer E	$0	$282,000 0.09% of portfolio	6,087	Q1 2025 Added 43.19%
IGV Ishares Expanded Tech Software	$0	$263,000 0.09% of portfolio	2,932	Q1 2025 Added 2.09%
JEPI J P Morgan Exchange Traded Fd	$0	$261,000 0.09% of portfolio	4,605	Q1 2025 Added 8.23%
SCHD Schwab Strategic Tr Us Dividen	$0	$259,000 0.09% of portfolio	9,426	Q1 2025 Added 19.47%
SRLN Ssga Active Trust	$0	$247,000 0.08% of portfolio	6,031	Q1 2025 New
UAPR Innovator U.S. Equity Ultra Bu	$0	$241,000 0.08% of portfolio	8,122	Q1 2025 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$233,000 0.08% of portfolio	8,098	Q1 2025 New
SOXX Ishares Semiconductor ETF	$0	$217,000 0.07% of portfolio	1,152	Q1 2025 Added 23.87%
VNQ Vanguard Specialized Funds Van	$0	$208,000 0.07% of portfolio	2,324	Q1 2025 New
SPIB Spdr Portfolio Intermediate Te	$0	$206,000 0.07% of portfolio	6,222	Q1 2025 Reduced 46.65%
UMAY Innovator U.S. Equity Ultra Bu	$0	$201,000 0.07% of portfolio	6,049	Q1 2025 New
AZBJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	295,278	Q1 2025 Reduced 2.31%
AZBO Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	113,451	Q1 2025 Reduced 2.05%

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