Outlook Wealth Advisors, LLC Closed Holding Positions

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q3 2021 Filed on Oct 22, 2021
9,612
$40.4 - $52.59 $388K - $505K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 22, 2021
3,270
$259.0 - $308.53 $847K - $1.01M
LUMN
Lumen Technologies, Inc.

Communication Services
Q3 2021 Filed on Oct 22, 2021
288,751
$11.34 - $13.74 $3.27M - $3.97M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2021 Filed on Oct 22, 2021
8,703
$109.72 - $129.16 $955K - $1.12M
EMQQ
Emqq Emerging Markets Internet

ETFs
Q3 2021 Filed on Oct 22, 2021
81,863
$47.75 - $62.35 $3.91M - $5.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Jul 21, 2021
6,577
$129.78 - $131.28 $854K - $863K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Jul 21, 2021
6,384
$113.04 - $115.78 $722K - $739K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2021 Filed on Jul 21, 2021
17,015
$51.69 - $51.96 $880K - $884K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q2 2021 Filed on Jul 21, 2021
10,718
$52.93 - $53.72 $567K - $576K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Jul 21, 2021
5,261
$21.64 - $24.65 $114K - $130K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2021 Filed on Jul 21, 2021
8,020
$68.54 - $72.58 $550K - $582K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Jul 21, 2021
11,307
$74.47 - $87.19 $842K - $986K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q2 2021 Filed on Jul 21, 2021
16,352
$43.63 - $52.03 $713K - $851K
IYK
Ishares U.S. Consumer Staples

ETFs
Q2 2021 Filed on Jul 21, 2021
6,942
$175.59 - $184.13 $1.22M - $1.28M
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Jul 21, 2021
6,198
$60.13 - $73.74 $373K - $457K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
5,618
$278.74 - $313.3 $1.57M - $1.76M
Cole Office & Industrial Reit Inc Cl A
Q1 2021 Filed on May 04, 2021
211,413
N/A
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2021 Filed on May 04, 2021
81,223
$16.15 - $18.73 $1.31M - $1.52M
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on May 04, 2021
4,392
$93.41 - $120.44 $410K - $529K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2021 Filed on May 04, 2021
10,343
$30.52 - $35.49 $316K - $367K
Nautilus Minerals Inc.
Q1 2021 Filed on May 04, 2021
22,163
N/A
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q1 2021 Filed on May 04, 2021
19,992
$54.88 - $58.31 $1.1M - $1.17M
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2021 Filed on May 04, 2021
1,548
$253.15 - $290.67 $392K - $450K
V
Q4 2020 Filed on Feb 04, 2021
12,669
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
4,276
N/A
ANSS
Ansys Inc

Technology
Q4 2020 Filed on Feb 04, 2021
2,093
$304.37 - $364.17 $637K - $762K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2020 Filed on Feb 04, 2021
2,747
$70.04 - $86.09 $192K - $236K
DUK
Duke Energy Corp

Utilities
Q4 2020 Filed on Feb 04, 2021
2,354
$89.04 - $97.31 $210K - $229K
Ncs Multistage Holding Inc
Q4 2020 Filed on Feb 04, 2021
10,467
N/A
Cyrusone Inc.
Q4 2020 Filed on Feb 04, 2021
4,964
N/A
WM
Waste Management Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
3,649
$102.08 - $117.07 $372K - $427K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2020 Filed on Nov 10, 2020
10,381
$13.32 - $16.59 $138K - $172K
NOK
Nokia Corp

Technology
Q3 2020 Filed on Nov 10, 2020
21,568
$3.78 - $5.1 $81.5K - $110K
MDT
Medtronic PLC

Healthcare
Q3 2020 Filed on Nov 10, 2020
4,706
$90.13 - $108.78 $424K - $512K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q3 2020 Filed on Nov 10, 2020
31,118
N/A
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q3 2020 Filed on Nov 10, 2020
64,949
$50.71 - $50.88 $3.29M - $3.3M
PEP
Pepsico Inc

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
3,412
$131.0 - $143.29 $447K - $489K
D
Dominion Energy, Inc

Utilities
Q2 2020 Filed on Jul 17, 2020
3,093
$69.55 - $87.0 $215K - $269K
NGG
National Grid PLC

Utilities
Q2 2020 Filed on Jul 17, 2020
3,520
$51.22 - $60.74 $180K - $214K
O'Shares Ftse Us Quality Dividend ETF
Q2 2020 Filed on Jul 17, 2020
33,219
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2020 Filed on Jul 17, 2020
17,302
$24.61 - $31.8 $426K - $550K
Varian Medical Systems Inc
Q2 2020 Filed on Jul 17, 2020
3,254
N/A
AFIF
Two Rds Shared Tr

ETFs
Q2 2020 Filed on Jul 17, 2020
11,841
$9.71 - $9.86 $115K - $117K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q2 2020 Filed on Jul 17, 2020
8,651
$29.48 - $41.42 $255K - $358K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2020 Filed on Jul 17, 2020
12,086
$226.15 - $297.17 $2.73M - $3.59M
AZO
Autozone Inc

Consumer Cyclical
Q2 2020 Filed on Jul 17, 2020
283
$776.86 - $1164.42 $220K - $330K
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2020 Filed on Jul 17, 2020
16,460
$9.28 - $17.31 $153K - $285K
BCE
Bce Inc

Communication Services
Q2 2020 Filed on Jul 17, 2020
5,448
$38.77 - $44.75 $211K - $244K
AROC
Archrock, Inc.

Energy
Q2 2020 Filed on Jul 17, 2020
11,570
$3.24 - $7.25 $37.5K - $83.9K
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