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Lattice Strategies Tr em strategies shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $976k 35k 27.87
2025-06-30 $828k 31k 26.32
2025-03-31 $747k 32k 23.54
2024-12-31 $684k 30k 22.81

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Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Fermata Advisors

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Fermata Advisors
Citadel Advisors
Raymond James Financial
Mariner Wealth Advisors
Empirical Asset Management
Dynamic Advisors Solutions
Susquehanna International
Prospera Financial Services
Wells Fargo & Company
J.w. Cole Advisors
Cambridge Investment Research Advisors
Private Trust Co Na
Advisor Group Holdings

View all funds holding Lattice Strategies Tr em strategies