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

Outlook Wealth Advisors, LLC

$277 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$25.63 - $27.05 $48,773 - $51,476	-1,903 Reduced 2.47%	75,171 $2.03 Million
Q4 2022 Feb 14, 2023	BUY	$24.72 - $26.39 $1.91 Million - $2.03 Million	77,074 New	77,074 $1.98 Million

Others Institutions Holding UJUL

# of Institutions

60

Shares Held

2.32M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

534K
Shares

$18 Million
0.33% of portfolio
Kestra Advisory Services, LLC

255K
Shares

$8.62 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

216K
Shares

$7.3 Million
3.07% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$7.24 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

210K
Shares

$7.1 Million
0.76% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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