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Lattice Strategies Tr glb sm cp stra shares owned by Wagner Wealth Management

Quarter-by-quarter ownership of Lattice Strategies Tr glb sm cp stra (ROSC) shares owned by Wagner Wealth Management from 13F filings

Historical chart of Wagner Wealth Management investment in Lattice Strategies Tr glb sm cp stra

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr glb sm cp stra held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr glb sm cp stra by Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $129k 3.1k 41.62
2023-12-31 $2.2M 53k 41.49
2023-09-30 $1.9M 54k 36.06
2023-06-30 $1.9M 51k 37.04
2023-03-31 $1.7M 47k 35.84
2022-12-31 $981k 28k 35.68
2022-09-30 $406k 13k 32.32

More positions owned by Wagner Wealth Management

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Fs Credit Opportunities Corp Common Stock (FSCO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ab Active Etfs High Yield Etf (HYFI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Dynamic Income SHS (PDI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ab Active Etfs Core Plus Bd Etf (CPLS)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded S&p Intl Divid (FID)
Ab Active Etfs Us Low Volatil (LOWV)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)

View all positions for Wagner Wealth Management

Top funds holding Lattice Strategies Tr glb sm cp stra

Atria Wealth Solutions
Solano Wealth Management
Citadel Advisors
Susquehanna International
Private Advisor
Northwest Wealth Management
Kathleen S. Wright Associates
Wagner Wealth Management
Harbour Investments
Advisor Group Holdings
Householder Group Estate & Retirement Specialist
UBS Group
Geneos Wealth Management
Creative Financial Designs
Wells Fargo & Company

View all funds holding Lattice Strategies Tr glb sm cp stra