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
A
Agilent Technologies, Inc.

Healthcare
-25
- 0.87%
$99.29 - $120.52 $2.48K - $3.01K
2.85K $336K
Spdr Series Trust
-9.12K
- 43.52%
N/A
11.8K $0
PSEP
Innovator U.S. Equity Power Bu
-1.5K
- 5.51%
N/A
25.6K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
-543
- 1.55%
N/A
34.4K $0
Pimco ETF Tr
-21
- 0.2%
N/A
10.5K $0
USEP
Innovator U.S. Equity Ultra Bu
-1.77K
- 16.74%
N/A
8.82K $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-13
- 0.17%
$49.79 - $50.75 $647 - $660
7.76K $393K
Victory Portfolios Ii
-15
- 0.19%
N/A
7.75K $0
Lam Research Corp
-279
- 2.89%
N/A
9.38K $0
KOCT
Innovator Laddered Fund Of U.S
-61
- 0.69%
N/A
8.76K $0
INFY
Infosys LTD

Technology
-207
- 1.11%
$16.14 - $18.75 $3.34K - $3.88K
18.5K $342K
GGG
Graco Inc

Industrials
-75
- 1.55%
$74.02 - $87.26 $5.55K - $6.54K
4.75K $408K
MEDP
Medpace Holdings, Inc.

Healthcare
-16
- 1.22%
$277.23 - $315.28 $4.44K - $5.04K
1.29K $405K
EMB
Ishares Tr

ETFs
-79
- 1.16%
$86.54 - $92.62 $6.84K - $7.32K
6.72K $622K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-984
- 5.1%
$36.09 - $42.2 $35.5K - $41.5K
18.3K $772K
VRSK
Verisk Analytics, Inc.

Industrials
-28
- 1.83%
$277.03 - $321.33 $7.76K - $9K
1.5K $467K
QCOM
Qualcomm Inc

Technology
-32
- 0.99%
$124.66 - $159.48 $3.99K - $5.1K
3.2K $509K
V
Visa Inc.

Financial Services
-23
- 0.52%
$308.27 - $373.31 $7.09K - $8.59K
4.44K $1.58M
QJUN
First Tr ETF
-1.3K
- 7.79%
$24.35 - $29.57 $31.7K - $38.4K
15.4K $454K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-5
- 0.06%
$28.35 - $31.3 $142 - $157
8.12K $254K
WMS
Advanced Drainage Systems, Inc.

Industrials
-20
- 0.72%
$96.79 - $123.55 $1.94K - $2.47K
2.75K $316K
PHM
Pultegroup Inc

Consumer Cyclical
-18
- 0.26%
$92.02 - $106.54 $1.66K - $1.92K
6.83K $720K
NDSN
Nordson Corp

Industrials
-13
- 0.8%
$167.51 - $223.5 $2.18K - $2.91K
1.61K $344K
MNST
Monster Beverage Corp

Consumer Defensive
-219
- 2.72%
$55.01 - $64.24 $12K - $14.1K
7.84K $490K
CNI
Canadian National Railway CO

Industrials
-50
- 1.38%
$92.66 - $108.13 $4.63K - $5.41K
3.58K $372K
BX
Blackstone Inc.

Financial Services
-5
- 0.23%
$120.07 - $151.11 $600 - $756
2.16K $322K
LOGI
Logitech International S.A.

Technology
-65
- 1.35%
$65.57 - $90.16 $4.26K - $5.86K
4.74K $426K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-958
- 8.31%
$28.98 - $37.18 $27.8K - $35.6K
10.6K $393K
SPMD
Spdr Portfolio

ETFs
-126
- 1.39%
$44.89 - $54.38 $5.66K - $6.85K
8.91K $484K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-161
- 3.09%
$60.34 - $74.89 $9.71K - $12.1K
5.04K $377K
SCCO
Southern Copper Corp

Basic Materials
-29
- 0.76%
$75.63 - $104.64 $2.19K - $3.03K
3.77K $381K
CSX
Csx Corp

Industrials
-375
- 3.0%
$26.69 - $32.91 $10K - $12.3K
12.1K $395K
NOCT
Innovator Growth 100 Power Buf

ETFs
-190
- 2.3%
$46.13 - $54.5 $8.76K - $10.4K
8.07K $439K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19
- 0.29%
$90.56 - $109.49 $1.72K - $2.08K
6.59K $720K
XLK
Technology Sector Spdr

ETFs
-230
- 11.68%
$179.73 - $253.23 $41.3K - $58.2K
1.74K $440K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-377
- 3.35%
$78.98 - $90.1 $29.8K - $34K
10.9K $980K
CTAS
Cintas Corp

Industrials
-4
- 0.18%
$190.11 - $227.66 $760 - $911
2.18K $486K
KR
Kroger CO

Consumer Defensive
-15
- 0.15%
$64.62 - $74.0 $969 - $1.11K
9.72K $696K
HLI
Houlihan Lokey, Inc.

Financial Services
-47
- 1.83%
$141.59 - $182.75 $6.65K - $8.59K
2.52K $453K
QLYS
Qualys, Inc.

Technology
-56
- 1.75%
$115.21 - $142.87 $6.45K - $8K
3.15K $449K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-2.49K
- 1.79%
$11.53 - $13.87 $28.7K - $34.6K
137K $1.9M
NXPI
Nxp Semiconductors N.V.

Technology
-23
- 1.22%
$153.5 - $218.72 $3.53K - $5.03K
1.86K $405K
RACE
Ferrari N.V.

Consumer Cyclical
-15
- 1.67%
$397.86 - $499.02 $5.97K - $7.49K
884 $433K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-53
- 0.29%
$35.3 - $40.46 $1.87K - $2.14K
18.5K $747K
IAU
Ishares Gold Trust

ETFs
-74
- 0.44%
$56.1 - $64.74 $4.15K - $4.79K
16.7K $1.04M
WMT
Walmart Inc.

Consumer Defensive
-81
- 1.23%
$81.79 - $99.98 $6.62K - $8.1K
6.51K $636K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.5K
- 3.7%
$34.48 - $39.76 $51.7K - $59.6K
39K $1.55M
ASML
Asml Holding Nv

Technology
-27
- 4.46%
$595.37 - $815.24 $16.1K - $22K
579 $464K
BAC
Bank Of America Corp

Financial Services
-295
- 2.11%
$34.39 - $47.46 $10.1K - $14K
13.7K $646K
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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