Outlook Wealth Advisors, LLC PSEP Holdings History
Outlook Wealth Advisors, LLC's Innovator U.S. Equity Power Buffer ETF - September Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 27,111.00 shares of Innovator U.S. Equity Power Buffer ETF - September(PSEP), totaling $1.04 Mil. This investment constitutes 0.29% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0.15% of the outstanding Innovator U.S. Equity Power Buffer ETF - September(PSEP) stock.
The initial trade took place in 2021Q3. And since then Outlook Wealth Advisors, LLC has made 4 purchases of PSEP, at an average price of $31.49, for a total of 907,817.00 shares. In addition, there have been 11 sales at an average price of $32.49 for 880,706.00 shares. Based on historical transaction data and PSEP's current price of $38.17, Outlook Wealth Advisors, LLC's estimated gain on his PSEP holdings is $1.07 Mil, reflecting a 3.73% gain to date.
Outlook Wealth Advisors, LLC PSEP ($38.17) Holding Chart
Outlook Wealth Advisors, LLC PSEP ($38.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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