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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

PECO holding history

Phillips Edison & Company, 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.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q2 2026)
41,766
Value
$1.74M
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of PECO by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,766$1.74M0.4%00.0%UnchangedHolders
Q1 202641,766$1.56M0.4%00.0%UnchangedHolders
Q4 202541,766$1.49M0.3%00.0%UnchangedHolders
Q3 202541,766$1.43M0.4%00.0%UnchangedHolders
Q2 202541,766$1.46M0.4%00.0%UnchangedHolders
Q1 202541,766$1.52M0.4%00.0%UnchangedHolders
Q4 202441,766$1.56M0.4%00.0%UnchangedHolders
Q3 202441,766$1.57M0.5%00.0%UnchangedHolders
Q2 202441,766$663.7K0.3%00.0%UnchangedHolders
Q1 202441,766$1.50M0.5%00.0%UnchangedHolders
Q4 202341,766$1.52M0.5%00.0%UnchangedHolders
Q3 202341,766$1.40M0.5%−284−0.7%ReducedHolders
Q2 202342,050$1.43M0.5%00.0%UnchangedHolders
Q1 202342,050$1.37M0.6%00.0%UnchangedHolders
Q4 202242,050$1.34M0.6%00.0%UnchangedHolders
Q3 202242,050$1.18M0.5%+284+0.7%AddedHolders
Q2 202241,766$1.40M0.6%00.0%UnchangedHolders
Q1 202241,766$1.44M0.5%+41,766NewHolders
Q3 20210$00.0%−339,370−100.0%Sold outHolders
Q2 2021339,370$3.58M1.1%00.0%UnchangedHolders
Q1 2021339,370$2.97M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.