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Lattice Strategies Tr us eqt strat shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $101k 1.7k 57.70

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

Top funds holding Lattice Strategies Tr us eqt strat

NorthRock Partners
Hartford Funds Management
LPL Financial
Ameriprise Financial
Raymond James Financial
Mariner Wealth Advisors
Western Wealth Management
Fermata Advisors
Cetera Investment Advisers
Royal Bank of Canada
Jones Financial Companies, L.L
Marshall Financial Group
Rockefeller Capital Management
Vista Cima Wealth Management
Wells Fargo & Company

View all funds holding Lattice Strategies Tr us eqt strat