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Lattice Strategies Tr em strategies shares owned by Advisors Preferred

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Advisors Preferred from 13F filings

Historical chart of Advisors Preferred investment in Lattice Strategies Tr em strategies

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr em strategies held by Advisors Preferred consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr em strategies by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2026-06-30 $87k 2.5k 35.30

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State Street Financial Select Sector SPDR ETF USD Class Etf (XLF)
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State Street Industrial Select Sector SPDR ETF USD Class Etf (XLI)
NVIDIA Corporation (NVDA)
BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
Costco Wholesale Corporation (COST)
Vanguard Morningstar Value ETF Class A Etf (VTV)

View all positions for Advisors Preferred

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Private Advisor
Sanctuary Advisors
Susquehanna International
Commonwealth Equity Services
Advisor Group Holdings
Flow Traders US
Fermata Advisors
Mariner Wealth Advisors
Citadel Advisors
Empirical Asset Management
Atomi Financial Group
Cetera Investment Advisers

View all funds holding Lattice Strategies Tr em strategies