O'Connor Financial Group LLC

A structured-outcome ETF ladder is rolling on schedule at O'Connor Financial Group: the firm exited its Innovator Ultra Buffer - January (UJAN, $381,442) and Ultra Buffer - July (UJUL, $800,446) tranches while adding a fresh Power Buffer - July (PJUL, $1.7 million) and Ultra Buffer - May (UMAY, $1.27 million) — the mechanical maturity-and-roll cadence of a defined-outcome options strategy, not a market call. Elsewhere, the $282.7 million, 69-position book leaned harder into active bond ETFs: PIMCO Multisector Bond (PYLD) share count jumped 171% (an $11.4 million flow addition) and PIMCO Active Bond (BOND) grew 41% ($8.9 million flow), while PIMCO Enhanced Low Duration (LDUR) was trimmed 12%. One item needs an asterisk: Exxon Mobil appears as both a $596,000 sold position and a $509,000 new position under a different CUSIP in the same quarter — almost certainly a share-class/CUSIP reissuance rather than an exit-and-reentry, not a real trading decision.