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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q4 2021)
0
Sold out in Q4 2021
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2021
Holdings of DIA by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20210$00.0%−14,087−100.0%Sold outHolders
Q3 202114,087$4.77M1.6%+247+1.8%AddedHolders
Q2 202113,840$4.77M1.5%+13,840NewHolders