Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BMAR

# of Institutions

109

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

388K
Shares

$17.6 Million
0.32% of portfolio
Macroview Investment Management LLC

140K
Shares

$6.32 Million
6.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

138K
Shares

$6.24 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

120K
Shares

$5.42 Million
0.01% of portfolio
Retirement Planning Group

115K
Shares

$5.2 Million
0.35% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
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