Outlook Wealth Advisors, LLC
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1767151
SHENANDOAH, TX
All Filings in OCTW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $4,117,405 | 107,029 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 OCTW | $8,384,337 | 214,983 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 OCTW | $4,151,078 | 112,161 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 OCTW | $3,984,399 | 113,451 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 OCTW | $4,118,318 | 115,823 | Shares | Sole | 2025-01-14 | |
| 2023-03-31 OCTW | $911,392 | 31,286 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 OCTW | $909,980 | 32,699 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||