Outlook Wealth Advisors, LLC

SEC CIK: 0001767151
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

NDAQ holding history

Nasdaq, Inc. 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.

NDAQ overview All 13F holders of NDAQ Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of NDAQ by Outlook Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−4,719−100.0%	Sold out	Holders
Q1 2024	4,719	$297.7K	0.1%	+1,036+28.1%	Added	Holders
Q4 2023	3,683	$214.1K	0.1%	+3,683	New	Holders