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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. REAL ES ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY BUFR JAN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | EXPANDED TECH | 703 | $254,531 | 2,985 | 0.00 | 0.00 | 2,388 | 400.00 | 03-31-2024 |
| ISHARES TR | ISHARES SEMICDTR | 704 | $254,160 | 1,125 | 0.00 | 1,125 | +Inf | 03-31-2024 |
