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Lattice Strategies Tr us eqt strat shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $414k 6.1k 67.40

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str Msci Usaq (QUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Tesla Motors (TSLA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Amazon (AMZN)

View all positions for Perennial Investment Advisors

Top funds holding Lattice Strategies Tr us eqt strat

NorthRock Partners
Hartford Funds Management
LPL Financial
Raymond James Financial
Morgan Stanley
Ameriprise Financial
Jones Financial Companies, L.L
Bank of America Corporation
Royal Bank of Canada
Kingsview Wealth Management
Wells Fargo & Company
Western Wealth Management
Fermata Advisors
UBS Group
Cetera Investment Advisers

View all funds holding Lattice Strategies Tr us eqt strat