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Lattice Strategies Tr us eqt strat shares owned by Wagner Wealth Management

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

Historical chart of Wagner 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 Wagner 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 Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 28k 48.18
2023-12-31 $9.4M 214k 43.99
2023-09-30 $8.5M 211k 40.16
2023-06-30 $8.2M 198k 41.43
2023-03-31 $5.1M 128k 39.88
2022-12-31 $1.4M 35k 39.03
2022-09-30 $138k 3.9k 35.30
2018-09-30 $207k 6.3k 33.01

More positions owned by Wagner Wealth Management

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Fs Credit Opportunities Corp Common Stock (FSCO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ab Active Etfs High Yield Etf (HYFI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Dynamic Income SHS (PDI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ab Active Etfs Core Plus Bd Etf (CPLS)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded S&p Intl Divid (FID)
Ab Active Etfs Us Low Volatil (LOWV)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)

View all positions for Wagner Wealth Management

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
H D Vest Advisory Services
Bank of America Corporation
Fermata Advisors
Global Retirement Partners
Raymond James Financial Services Advisors
UBS Group
Coldstream Capital Management
Western Wealth Management
Janney Montgomery Scott
Mariner Wealth Advisors
Wagner Wealth Management
Wells Fargo & Company
Commonwealth Equity Services
Mercer Global Advisors

View all funds holding Lattice Strategies Tr us eqt strat