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

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

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 414,955 shares of BMAR stock, worth $19.6 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares

414,955

Previous 383,304 8.26%

Holding current value

$19.6 Million

Previous $17.7 Million 6.34%

% of portfolio

6.33%

Previous 6.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$44.99 - $47.69 $1.42 Million - $1.51 Million	31,651 Added 8.26%	414,955 $18.8 Million
Q4 2024 Jan 14, 2025	SELL	$44.7 - $46.74 $163,959 - $171,442	-3,668 Reduced 0.95%	383,304 $17.7 Million
Q3 2024 Oct 23, 2024	BUY	$41.71 - $45.02 $526,171 - $567,927	12,615 Added 3.37%	386,972 $17.4 Million
Q2 2024 Jul 18, 2024	BUY	$40.14 - $43.26 $395,700 - $426,457	9,858 Added 2.7%	374,357 $16.2 Million
Q1 2024 Apr 22, 2024	BUY	$39.28 - $41.67 $14.3 Million - $15.2 Million	364,499 New	364,499 $15.2 Million

Others Institutions Holding BMAR

# of Institutions

111

Shares Held

3.03M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
Sector ETFs
Industry ETFs

More about BMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Account

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