HDUS β€” LATTICE STRATEGIES TR

Ownership history in Moors & Cabot, Inc.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Moors & Cabot, Inc. reported a position in LATTICE STRATEGIES TR (HDUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    HDUS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 3,764 β€” β€” 0.01% $242K $64.03

🏒 Other funds also holding HDUS

As of 2025 Q4 β€” sorted by position size

RiverFront Investment Group, LLC 3Y 7Y 0.81% Koshinski Asset Management, Inc. 3Y 7Y 0.04% NICOLET ADVISORY SERVICES, LLC 3Y 0.02% Annis Gardner Whiting Capital Advisors, LLC 0.01% Sowell Financial Services LLC 3Y 7Y 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.01% WEDBUSH SECURITIES INC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.01% Lummis Asset Management, LP 0.0%
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