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Lattice Strategies Tr us eqt strat shares owned by Vista Cima Wealth Management

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

Historical chart of Vista Cima 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 Vista Cima 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 Vista Cima Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 68k 57.49
2025-06-30 $3.4M 63k 53.69
2025-03-31 $3.2M 63k 50.73
2024-12-31 $2.9M 58k 50.89

More positions owned by Vista Cima Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Agency Bond Etf (AGZ)

View all positions for Vista Cima Wealth Management

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