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Lattice Strategies Tr em strategies shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2026-06-30 $109k 3.0k 35.77

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Eventide High Dividend Etf Etf (ELCV)
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Inspire 500 Etf Etf (PTL)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
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View all positions for Creative Financial Designs

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