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Lattice Strategies Tr us eqt strat shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $426k 7.4k 57.49

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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