Outlook Wealth Advisors, LLC Sells in Q2 2025

Outlook Wealth Advisors, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAPR
Innovator U.S. Equity Buffer E

ETFs
-71K
- 60.22%
$38.86 - $45.19 $2.76M - $3.21M
46.9K $2.12M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-45.3K
- 86.0%
$33.46 - $38.01 $1.52M - $1.72M
7.38K $280K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.4K
- 52.5%
$32.66 - $40.75 $993K - $1.24M
27.5K $1.11M
XOM
Exxon Mobil Corp

Energy
-1.91K
- 6.81%
$99.93 - $119.04 $191K - $227K
26.1K $2.82M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12.3K
- 31.15%
$34.72 - $42.74 $428K - $527K
27.3K $1.17M
CVX
Chevron Corp

Energy
-291
- 2.03%
$133.73 - $168.51 $38.9K - $49K
14.1K $2.01M
JNJ
Johnson & Johnson

Healthcare
-399
- 3.0%
$146.36 - $159.82 $58.4K - $63.8K
12.9K $1.97M
COP
Conocophillips

Energy
-106
- 1.35%
$82.66 - $106.1 $8.76K - $11.2K
7.75K $695K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-126
- 1.69%
$47.91 - $70.14 $6.04K - $8.84K
7.34K $381K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-24
- 1.57%
$225.56 - $335.19 $5.41K - $8.04K
1.5K $356K
CPRT
Copart Inc

Consumer Cyclical
-164
- 2.08%
$47.72 - $63.84 $7.83K - $10.5K
7.72K $378K
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.04%
$157.66 - $172.39 $315 - $345
5.48K $872K
BRO
Brown & Brown, Inc.

Financial Services
-68
- 1.75%
$104.48 - $124.43 $7.1K - $8.46K
3.83K $424K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.53K
- 14.33%
$33.11 - $37.79 $83.9K - $95.8K
15.1K $572K
ZTS
Zoetis Inc.

Healthcare
-21
- 0.39%
$144.41 - $170.3 $3.03K - $3.58K
5.36K $836K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-104
- 1.28%
$45.92 - $50.78 $4.78K - $5.28K
8.02K $374K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.17K
- 8.45%
$33.22 - $37.29 $71.9K - $80.7K
23.5K $874K
LLY
Eli Lilly & CO

Healthcare
-23
- 7.21%
$713.71 - $898.95 $16.4K - $20.7K
296 $230K
ITW
Illinois Tool Works Inc

Industrials
-111
- 6.61%
$218.41 - $252.43 $24.2K - $28K
1.57K $387K
GRMN
Garmin LTD

Technology
-42
- 1.8%
$173.63 - $218.07 $7.29K - $9.16K
2.29K $477K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-17
- 0.66%
$100.44 - $129.37 $1.71K - $2.2K
2.58K $265K
ADBE
Adobe Inc.

Technology
-64
- 6.31%
$340.0 - $420.68 $21.8K - $26.9K
951 $367K
ITB
Ishares Tr

ETFs
-101
- 1.18%
$85.52 - $96.61 $8.64K - $9.76K
8.45K $787K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-818
- 13.44%
$42.58 - $50.22 $34.8K - $41.1K
5.27K $264K
RIO
Rio Tinto PLC

Basic Materials
-79
- 1.12%
$52.32 - $62.75 $4.13K - $4.96K
7K $408K
HSY
Hershey CO

Consumer Defensive
-31
- 1.33%
$151.29 - $173.13 $4.69K - $5.37K
2.3K $382K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-278
- 0.76%
$50.1 - $51.02 $13.9K - $14.2K
36.4K $1.86M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-351
- 1.34%
N/A
25.8K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
-40
- 1.55%
$335.24 - $380.78 $13.4K - $15.2K
2.53K $929K
FDS
Factset Research Systems Inc

Financial Services
-14
- 1.57%
$398.85 - $473.32 $5.58K - $6.63K
877 $392K
JKHY
Henry Jack & Associates Inc

Technology
-36
- 1.57%
$163.54 - $186.02 $5.89K - $6.7K
2.26K $407K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-15
- 1.5%
$419.99 - $501.97 $6.3K - $7.53K
984 $476K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-23
- 1.08%
$146.74 - $176.07 $3.38K - $4.05K
2.11K $342K
CBSH
Commerce Bancshares Inc

Financial Services
-141
- 1.95%
$55.42 - $65.63 $7.81K - $9.25K
7.09K $440K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-27
- 1.21%
$139.81 - $165.8 $3.77K - $4.48K
2.2K $341K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-824
- 9.27%
$73.7 - $90.98 $60.7K - $75K
8.06K $733K
FISV
Fiserv Inc

Technology
-4
- 0.1%
N/A
3.86K $483K
First Tr Exchng Traded Fd Vi
-604
- 0.38%
N/A
157K $0
Aim ETF Products Trust
-2.23K
- 0.91%
N/A
242K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.29K
- 1.14%
N/A
112K $0
Innovator Etfs Trust
-460
- 0.91%
N/A
49.8K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-3K
- 1.02%
N/A
292K $0
PNOV
Innovator U.S. Equity Power Bu
-1.45K
- 14.33%
N/A
8.7K $0
Elevation Series Trust
-123
- 0.46%
N/A
26.6K $0
Innovator Etfs Trust
-756
- 2.67%
N/A
27.6K $0
Innovator Etfs Trust
-316
- 2.3%
N/A
13.4K $0
Innovator Etfs Trust
-4.1K
- 3.62%
N/A
109K $0
Innovator Etfs Trust
-704
- 1.41%
N/A
49.2K $0
Nuveen Global High Income Fd
-714
- 0.73%
N/A
96.4K $0
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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