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Lattice Strategies Tr em strategies shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services 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 Capital Investment Advisory Services 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 Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $157k 4.4k 35.77

More positions owned by Capital Investment Advisory Services

NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Broadcom (AVGO)

View all positions for Capital Investment Advisory Services

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