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Federated Investors shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 5.8k 51.93

More positions owned by Outlook Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Ishares Tr Global Finls Etf (IXG)

View all positions for Outlook Wealth Advisors

Top funds holding Federated Investors

Vanguard Group
BlackRock
FMR
Charles Schwab Investment Management
AQR Capital Management
Invesco
Hanna Zanoni
Schneider Downs Wealth Management Advisors
LSV Asset Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management
UBS Group
Bank of New York Mellon

View all funds holding Federated Investors