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Ea Series Trust shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (ROE) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 6.1k 34.57
2025-06-30 $203k 6.3k 32.21

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View all positions for Outlook Wealth Advisors

Top funds holding Ea Series Trust

Wells Fargo & Company
Hobbs Group Advisors
Beacon Capital Management
Envestnet Asset Management
Astor Investment Management
Vermillion & White Wealth Management Group
Belpointe Asset Management
Oregon Pacific Wealth Management
Greenwich Wealth Management
Atria Investments
Legacy Capital Group California
BlackDiamond Wealth Management
Puff Wealth Management
AE Wealth Management
Latitude Advisors

View all funds holding Ea Series Trust