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Lattice Strategies Tr us eqt strat shares owned by Marshall Financial Group

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by Marshall Financial Group from 13F filings

Historical chart of Marshall Financial Group investment in Lattice Strategies Tr us eqt strat

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All positions including Lattice Strategies Tr us eqt strat held by Marshall Financial Group 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 76k 57.49
2025-06-30 $3.9M 72k 54.08
2025-03-31 $3.5M 70k 50.73

More positions owned by Marshall Financial Group

Ssga Active Tr Spdr Loomis Sayl (OBND)
Janus Detroit Str Tr Henderson Securi (JSI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)

View all positions for Marshall Financial Group

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