Outlook Wealth Advisors, LLC
- SEC CIK
- 0001767151
- Latest filing
- Aug 3, 2026
SMA holding history
SmartStop Self Storage REIT, 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.
SMA overviewAll 13F holders of SMAFull Q2 2026 holdings
- Shares (Q1 2022)
- 0
- Sold out in Q1 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2022 | 0 | $0 | 0.0% | −76,910−100.0% | Sold out | Holders |
| Q4 2021 | 76,910 | $1.16M | 0.3% | +757+1.0% | Added | Holders |
| Q3 2021 | 76,153 | $792.0K | 0.3% | −2,265−2.9% | Reduced | Holders |
| Q2 2021 | 78,418 | $816.0K | 0.3% | +1,128+1.5% | Added | Holders |
| Q1 2021 | 77,290 | $804.0K | 0.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.