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RFG Advisory’s Phillips Edison & Co PECO Stock Holding History

RFG Advisory’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Buy
11,922
+5,623
+89% +$225K 0.01% 785
2026
Q1 		$236K Buy
6,299
+61
+1% +$2.27K ﹤0.01% 959
2025
Q4 		$222K Sell
6,238
-623
-9% -$21.6K ﹤0.01% 918
2025
Q3 		$236K Sell
6,861
-23
-0.3% -$797 ﹤0.01% 882
2025
Q2 		$241K Sell
6,884
-257
-4% -$9.09K 0.01% 849
2025
Q1 		$261K Hold
7,141
– – 0.01% 758
2024
Q4 		$268K Buy
7,141
+100
+1% +$3.81K 0.01% 679
2024
Q3 		$266K Hold
7,041
– – 0.01% 651
2024
Q2 		$230K Sell
7,041
-300
-4% -$9.78K 0.01% 651
2024
Q1 		$263K Buy
+7,341
New +$259K 0.01% 633

Other funds holding PECO

VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return