OWA
Outlook Wealth Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
423,681
+8,726
| +2% | +$428K | 5.34% | 1 |
|
|
2025
Q1 | $18.9M | Buy |
414,955
+31,651
| +8% | +$1.44M | 5.26% | 1 |
|
|
2024
Q4 | $17.7M | Sell |
383,304
-3,668
| -0.9% | -$169K | 5.08% | 1 |
|
|
2024
Q3 | $17.4M | Buy |
386,972
+12,615
| +3% | +$568K | 5% | 1 |
|
|
2024
Q2 | $760K | Buy |
374,357
+9,858
| +3% | +$20K | 0.24% | 85 |
|
|
2024
Q1 | $15.2M | Buy |
+364,499
| New | +$15.2M | 4.69% | 1 |
|