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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

CAPL holding history

CrossAmerica Partners LP in every 13F filed by Outlook Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAPL overviewAll 13F holders of CAPLFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2022
Holdings of CAPL by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−22,250−100.0%Sold outHolders
Q1 202622,250$462.4K0.1%+9,950+80.9%AddedHolders
Q4 202512,300$253.4K0.1%00.0%UnchangedHolders
Q3 202512,300$258.7K0.1%+600+5.1%AddedHolders
Q2 202511,700$244.8K0.1%00.0%UnchangedHolders
Q1 202511,700$287.5K0.1%00.0%UnchangedHolders
Q4 202411,700$257.4K0.1%00.0%UnchangedHolders
Q3 202411,700$242.4K0.1%00.0%UnchangedHolders
Q2 202411,700––00.0%UnchangedHolders
Q1 202411,700$266.6K0.1%00.0%UnchangedHolders
Q4 202311,700$266.8K0.1%00.0%UnchangedHolders
Q3 202311,700$253.8K0.1%00.0%UnchangedHolders
Q2 202311,700$230.5K0.1%00.0%UnchangedHolders
Q1 202311,700$251.4K0.1%00.0%UnchangedHolders
Q4 202211,700$232.0K0.1%00.0%UnchangedHolders
Q3 202211,700$219.0K0.1%00.0%UnchangedHolders
Q2 202211,700$237.0K0.1%+11,700NewHolders