OWA
Outlook Wealth Advisors’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
109,031
-4,100
| -4% | -$98K | 0.67% | 25 |
|
|
2025
Q1 | $2.69M | Sell |
113,131
-5,544
| -5% | -$132K | 0.75% | 24 |
|
|
2024
Q4 | $2.83M | Sell |
118,675
-6,347
| -5% | -$152K | 0.81% | 26 |
|
|
2024
Q3 | $2.98M | Buy |
125,022
+49,008
| +64% | +$1.17M | 0.86% | 24 |
|
|
2024
Q2 | $4.09M | Buy |
76,014
+1,660
| +2% | +$89.4K | 1.28% | 16 |
|
|
2024
Q1 | $1.79M | Sell |
74,354
-18,613
| -20% | -$448K | 0.55% | 40 |
|
|
2023
Q4 | $2.24M | Buy |
+92,967
| New | +$2.24M | 0.78% | 28 |
|