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Cooper Financial Group → PECO

Cooper Financial Group PECO Position History

Phillips Edison & Company, Inc. • Real Estate

Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q1 2026$1.4M
Q2 2026$1.5M
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M36.6K——
Q2 2026$1.5M36.6K——
Q1 2026$1.4M36.6K——
Q4 2025$1.3M36.6K——

Other funds holding PECO

Other Cooper Financial Group positions

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$78.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$65.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$61M
QQQ

INVESCO QQQ TR

$60.2M
QQQ

INVESCO QQQ TR

$58.4M
NVDA

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$57.2M
AAPL

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$51.9M