Outlook Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 42,281 shares of PJUL stock, worth $1.66 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

42,281

Previous 67,253 37.13%

Holding current value

$1.66 Million

Previous $2.77 Million 38.8%

% of portfolio

0.57%

Previous 0.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$39.81 - $42.17 $994,135 - $1.05 Million	-24,972 Reduced 37.13%	42,281 $1.69 Million
Q4 2024 Jan 14, 2025	SELL	$40.12 - $41.68 $197,952 - $205,649	-4,934 Reduced 6.84%	67,253 $2.77 Million
Q3 2024 Oct 23, 2024	BUY	$37.89 - $40.48 $1.49 Million - $1.6 Million	39,437 Added 120.42%	72,187 $2.92 Million
Q2 2024 Jul 18, 2024	BUY	$37.29 - $38.87 $136,332 - $142,108	3,656 Added 12.57%	32,750 $1.27 Million
Q1 2024 Apr 22, 2024	SELL	$35.81 - $37.98 $7 Million - $7.42 Million	-195,377 Reduced 87.04%	29,094 $1.1 Million
Q4 2023 Jan 29, 2024	BUY	$32.94 - $36.21 $1.34 Million - $1.47 Million	40,675 Added 22.13%	224,471 $8.12 Million
Q3 2023 Oct 10, 2023	BUY	$33.63 - $34.86 $271,024 - $280,936	8,059 Added 4.59%	183,796 $6.19 Million
Q2 2023 Jul 10, 2023	BUY	$31.38 - $34.22 $2.84 Million - $3.1 Million	90,598 Added 106.41%	175,737 $6.01 Million
Q1 2023 Apr 18, 2023	SELL	$29.97 - $31.76 $113,856 - $120,656	-3,799 Reduced 4.27%	85,139 $2.69 Million
Q4 2022 Feb 14, 2023	BUY	$28.61 - $30.97 $1.32 Million - $1.43 Million	46,094 Added 107.59%	88,938 $2.69 Million
Q3 2022 Oct 25, 2022	BUY	$28.61 - $31.19 $1.23 Million - $1.34 Million	42,844 New	42,844 $1.23 Million

Others Institutions Holding PJUL

# of Institutions

265

Shares Held

18M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

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 Power Bu Transaction History