ROUS — LATTICE STRATEGIES TR

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in LATTICE STRATEGIES TR (ROUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 115 -1,814 -94.0% 0.00% $7K $57.19
2023 Q1 UNCHANGED 1,929 — 0% 0.00% $77K $38.01
2022 Q4 ADDED 1,929 +324 +20.2% 0.00% $75K $37.02
2021 Q2 ADDED 1,605 +764 +90.8% 0.00% $64K $37.06
2020 Q4 INITIATED 841 — — 0.00% $30K $32.18
% of Fund (quarterly)    ROUS price (monthly, adj. close)

Other funds also holding ROUS

As of 2025 Q4 — sorted by position size

Hartford Funds Management Co LLC 3Y 7Y 4.1% Harborfront Financial Group LLC 2.43% Fermata Advisors, LLC 3Y 1.71% NorthRock Partners, LLC 3Y 7Y 1.3% Marshall Financial Group, LLC 3Y 0.96% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.36% Western Wealth Management, LLC 3Y 7Y 0.36% Wagner Wealth Management, LLC 3Y 7Y 0.24% Main Street Financial Solutions, LLC 3Y 0.13% Van Hulzen Asset Management, LLC 3Y 7Y 0.07%
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