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Lattice Strategies Tr em strategies shares owned by Blueprint Financial Advisors

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

Historical chart of Blueprint Financial Advisors 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 Blueprint Financial Advisors 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 Blueprint Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $319k 10k 31.01

More positions owned by Blueprint Financial Advisors

Schneider National CL B (SNDR)
Tidal Trust Ii Blueprint Chesap (TFPN)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Spdr Series Trust State Street Spd (BIL)
Tidal Trust Ii Chesapeake Trend
Vanguard Index Fds Large Cap Etf (VV)
Etf Ser Solutions Clearshs Ultra (OPER)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds State Street Spd (SPDW)
Lattice Strategies Tr Hartford Mlt Sml (ROSC)
Ishares Tr Trust Ishare 0-1 (SHV)
Sprott Asset Management Physical Gold Tr (PHYS)
Sprott Asset Management Physical Silver (PSLV)

View all positions for Blueprint Financial Advisors

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Private Advisor
Sanctuary Advisors
Commonwealth Equity Services
Flow Traders US
Fermata Advisors
Raymond James Financial
Citadel Advisors
Empirical Asset Management
Cetera Investment Advisers
Mariner Wealth Advisors
Independent Advisor Alliance
Dynamic Advisors Solutions

View all funds holding Lattice Strategies Tr em strategies