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Lattice Strategies Tr us eqt strat shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Lattice Strategies Tr us eqt strat

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr us eqt strat held by Kingsview Wealth Management 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 5.5k 48.18

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Northern Lts Fd Tr Iv Monarch Sel Subs
Northern Lts Fd Tr Iv Monarch Vol Fact
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Kingsview Wealth Management

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
Ameriprise Financial
H D Vest Advisory Services
LPL Financial
Morgan Stanley
Bank of America Corporation
Fermata Advisors
Global Retirement Partners
Raymond James Financial Services Advisors
Envestnet Asset Management
Western Wealth Management
Mariner Wealth Advisors
UBS Group
Coldstream Capital Management
Cetera Investment Advisers

View all funds holding Lattice Strategies Tr us eqt strat