Outlook Wealth Advisors, LLC
Position in SEPW — AllianzIM U.S. Equity Buffer20 Sep ETF
CIK 1767151
SHENANDOAH, TX
All Filings in SEPW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPW | $3,710,886 | 117,474 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 SEPW | $7,530,030 | 235,918 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 SEPW | $3,825,945 | 121,826 | Shares | Sole | 2025-10-30 | |
| 2024-09-30 SEPW | $7,662,649 | 268,601 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 SEPW | $686,046 | 26,357 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||