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Innov Prem Inc 20 Barr-july shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of Innov Prem Inc 20 Barr-july (JULH) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in Innov Prem Inc 20 Barr-july

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All positions including Innov Prem Inc 20 Barr-july held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Prem Inc 20 Barr-july by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 9.1k 24.95
2024-06-30 $208k 9.1k 22.76
2024-03-31 $227k 9.1k 24.94
2023-12-31 $228k 9.1k 24.96
2023-09-30 $224k 9.1k 24.54

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Stewart Information Services Corporation (STC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding Innov Prem Inc 20 Barr-july

Pensionmark Financial Group
Brookstone Capital Management
RPg Family Wealth Advisory
Bullseye Investment Management
Maia Wealth
Old Mission Capital
Stephens
Frank. Day
Commonwealth Equity Services
Atria Wealth Solutions
Schulz Wealth
Accurate Wealth Management
Outlook Wealth Advisors
Sunbelt Securities
Authentikos Wealth Advisory

View all funds holding Innov Prem Inc 20 Barr-july