OWA
Outlook Wealth Advisors’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,240
| Closed | -$205K | – | 276 |
|
|
2025
Q1 | $205K | Sell |
8,240
-400
| -5% | -$9.93K | 0.06% | 259 |
|
|
2024
Q4 | $215K | Sell |
8,640
-480
| -5% | -$12K | 0.06% | 243 |
|
|
2024
Q3 | $228K | Hold |
9,120
| – | – | 0.07% | 242 |
|
|
2024
Q2 | $208K | Hold |
9,120
| – | – | 0.06% | 251 |
|
|
2024
Q1 | $227K | Hold |
9,120
| – | – | 0.07% | 242 |
|
|
2023
Q4 | $228K | Hold |
9,120
| – | – | 0.08% | 211 |
|
|
2023
Q3 | $224K | Buy |
+9,120
| New | +$224K | 0.09% | 186 |
|