Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OUTLOOK WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 258 | 323,772,561 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | 1 | $15,187,726 | 364,499 | 0.00 | 364,499 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P500 ETF | 2 | $13,161,996 | 25,036 | 0.00 | 0.00 | 14,876 | 146.42 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 3 | $12,892,303 | 486,502 | 0.00 | 486,502 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 4 | $12,415,104 | 316,389 | 0.00 | 316,389 | +Inf | 03-31-2024 |
