Outlook Wealth Advisors
VOLT icon

Outlook Wealth Advisors’s Tema Electrification ETF VOLT Stock Holding History

Outlook Wealth Advisors’s Portfolio VOLT Stock Details VOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.44M Sell
40,741
-1,009
-2% -$37.4K 0.31% 76
2026
Q2 		$1.75M Sell
41,750
-25
-0.1% -$980 0.38% 61
2026
Q1 		$1.43M Sell
41,775
-1,106
-3% -$36.8K 0.35% 62
2025
Q4 		$1.24M Buy
+42,881
New +$1.27M 0.28% 71

Other funds holding VOLT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.12% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return

Outlook Wealth Advisors's VOLT Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its Tema Electrification ETF (VOLT) stake by 2.4% in Q3 2026, selling an estimated $37.4K and leaving 40,741 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #76.

Outlook Wealth Advisors first reported a position in VOLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q2 2026. 127 funds tracked by Wall St. Rank hold VOLT as of Q3 2026.

  • Outlook Wealth Advisors held 40,741 shares of Tema Electrification ETF worth $1.44M as of Q3 2026.
  • Outlook Wealth Advisors sold 1,009 Tema Electrification ETF shares in Q3 2026, an estimated $37.4K.
  • Tema Electrification ETF made up 0.31% of Outlook Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • Outlook Wealth Advisors first reported a position in Tema Electrification ETF in Q4 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Tema Electrification ETF position peaked at $1.75M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.