Outlook Wealth Advisors, LLC Reduced Holdings in Q3 2025

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-667
- 10.12%
$108.46 - $120.63 $72.3K - $80.5K
5.92K $703K
AMZN
Amazon Com Inc

Consumer Cyclical
-67
- 1.61%
$211.65 - $238.24 $14.2K - $16K
4.09K $898K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-360
- 1.4%
N/A
25.4K $994K
FISV
Fiserv Inc

Technology
-100
- 2.59%
N/A
3.76K $471K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-111
- 3.39%
$95.22 - $96.21 $10.6K - $10.7K
3.16K $303K
QCOM
Qualcomm Inc

Technology
-192
- 6.0%
$145.84 - $173.55 $28K - $33.3K
3.01K $500K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-538
- 5.97%
$43.95 - $45.8 $23.6K - $24.6K
8.47K $387K
STAG
Stag Industrial, Inc.

Real Estate
-44
- 0.59%
$34.28 - $36.97 $1.51K - $1.63K
7.38K $260K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-193
- 2.49%
$50.53 - $50.82 $9.75K - $9.81K
7.57K $384K
WDAY
Workday, Inc.

Technology
-28
- 1.09%
$213.69 - $247.69 $5.98K - $6.94K
2.54K $611K
Victory Portfolios Ii
-265
- 3.42%
N/A
7.48K $0
PNOV
Innovator U.S. Equity Power Bu
-170
- 1.95%
N/A
8.53K $0
Ea Series Trust
-214
- 3.4%
N/A
6.08K $0
USEP
Innovator U.S. Equity Ultra Bu
-3
- 0.03%
N/A
8.82K $0
Linde PLC
-171
- 21.11%
N/A
639 $0
Pimco ETF Tr
-358
- 3.42%
N/A
10.1K $0
Innovator Etfs Trust
-272
- 0.99%
N/A
27.3K $0
Innovator Etfs Trust
-2.21K
- 2.88%
N/A
74.3K $0
VUSB
Vanguard Bd Index Fds
-1
- -0.0%
N/A
22K $0
Innovator Etfs Trust
-3.27K
- 3.0%
N/A
106K $0
Innovator Etfs Trust
-569
- 1.27%
N/A
44.4K $0
Innovator Etfs Trust
-9.88K
- 20.08%
N/A
39.3K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
-2.1K
- 6.11%
N/A
32.3K $0
Aim ETF Products Trust
-1.16K
- 3.29%
N/A
34K $0
Innovator Etfs Trust
-1.15K
- 2.31%
N/A
48.7K $0
Lam Research Corp
-1.32K
- 14.12%
N/A
8.05K $0
PDEC
Innovator U.S. Equity Power Bu
-670
- 0.6%
N/A
111K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-169K
- 57.98%
N/A
123K $0
Aim ETF Products Trust
-4.08K
- 1.68%
N/A
238K $0
Nuveen Global High Income Fd
-3.23K
- 3.35%
N/A
93.2K $0
COP
Conocophillips

Energy
-383
- 4.94%
$91.0 - $98.99 $34.9K - $37.9K
7.36K $696K
CRF
Cornerstone Total Return Fund Inc

Financial Services
-421
- 2.97%
$7.69 - $8.04 $3.24K - $3.38K
13.8K $110K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-404
- 5.01%
$91.28 - $97.59 $36.9K - $39.4K
7.66K $734K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-63
- 0.61%
$76.16 - $78.59 $4.8K - $4.95K
10.3K $802K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-419
- 5.24%
$84.28 - $89.46 $35.3K - $37.5K
7.58K $673K
WFC
Wells Fargo & Company

Financial Services
-92
- 2.45%
$77.05 - $85.16 $7.09K - $7.83K
3.67K $307K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-254
- 1.68%
$37.73 - $38.9 $9.58K - $9.88K
14.9K $579K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-575
- 5.44%
$36.93 - $40.55 $21.2K - $23.3K
10K $401K
MSFT
Microsoft Corp

Technology
-350
- 3.76%
$491.09 - $535.64 $172K - $187K
8.95K $4.63M
JCI
Johnson Controls International PLC

Industrials
-260
- 2.77%
$103.24 - $111.73 $26.8K - $29K
9.11K $1M
SPMD
Spdr Portfolio

ETFs
-190
- 2.13%
$54.43 - $58.29 $10.3K - $11.1K
8.72K $498K
AXP
American Express CO

Financial Services
-73
- 2.49%
$294.27 - $342.31 $21.5K - $25K
2.86K $951K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-173
- 3.43%
$74.93 - $80.73 $13K - $14K
4.87K $392K
HWM
Howmet Aerospace Inc.

Industrials
-382
- 4.24%
$171.0 - $196.23 $65.3K - $75K
8.63K $1.69M
IEFA
Ishares Tr

ETFs
-2.3K
- 4.06%
$81.7 - $87.53 $188K - $202K
54.5K $4.76M
POR
Portland General Electric CO

Utilities
-46
- 0.61%
$39.73 - $44.0 $1.83K - $2.02K
7.47K $328K
QJUN
First Tr ETF
-11
- 0.07%
$29.51 - $31.11 $325 - $342
15.4K $478K
GLD
Spdr Gold Trust

ETFs
-273
- 11.04%
$300.96 - $355.47 $82.2K - $97K
2.2K $781K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-582
- 1.49%
$39.79 - $41.15 $23.2K - $23.9K
38.4K $1.58M
Activity Summary
Buys All Purchases 120 New Holdings 61 Increased Positions 59 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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