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Lattice Strategies Tr us eqt strat shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Lattice Strategies Tr us eqt strat

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All positions including Lattice Strategies Tr us eqt strat held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr us eqt strat by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $383k 6.7k 57.49
2025-06-30 $384k 7.2k 53.69
2025-03-31 $362k 7.1k 50.73
2024-12-31 $317k 6.2k 50.89
2022-03-31 $999 21k 0.05

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Mariner Wealth Advisors
Western Wealth Management
Fermata Advisors
Cetera Investment Advisers
Royal Bank of Canada
Jones Financial Companies, L.L
H D Vest Advisory Services
Wells Fargo & Company
Stratos Wealth Partners
Marshall Financial Group

View all funds holding Lattice Strategies Tr us eqt strat