WCG Wealth Advisors »

Lattice Strategies Tr us eqt strat shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lattice Strategies Tr us eqt strat by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 31k 57.71

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth Advisors

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