Vista Cima Wealth Management LLC ROUS — LATTICE STRATEGIES TR

Ownership history in Vista Cima Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

Vista Cima Wealth Management LLC reported LATTICE STRATEGIES TR (ROUS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.37% in 2025 Q1. The latest visible filing shows ROUS at 3.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vista Cima Wealth Management LLC's position in LATTICE STRATEGIES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ROUS was reported at 3.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.37% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROUS stock page Vista Cima Wealth Management LLC fund profile Vista Cima Wealth Management LLC full holdings
How Vista Cima Wealth Management LLC held ROUS — position size vs. price
% of Fund (quarterly)    ROUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 67,637 -319 -0.5% 3.25% $3.9M 2026-02-14 (Est.) $61.05
2025 Q3 ADDED — — — 67,956 +4,640 +7.3% 3.26% $3.9M 2025-11-14 $56.64
2025 Q2 ADDED — — — 63,316 +62,552 +8187.4% 3.18% $3.4M 2025-08-11 $53.55
2025 Q1 REDUCED 98.7% +6.2% ❌ 764 -56,880 -98.7% 3.37% $3.2M 2025-05-15 $51.67
2024 Q4 INITIATED — — — 57,644 — — 3.05% $2.9M 2025-02-14 $52.33

🏢 Other funds also holding ROUS

As of 2026 Q1 — sorted by position size

Fermata Advisors, LLC 3Y 1.66% Marshall Financial Group, LLC 3Y 0.8% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.5% First PREMIER Bank 3Y 7Y 0.29% Wagner Wealth Management, LLC 3Y 7Y 0.23% Medallion Wealth Advisors, LLC 0.03% Stratos Wealth Partners, LTD. 3Y 7Y 0.03% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.0%

FAQ About Vista Cima Wealth Management LLC and ROUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vista Cima Wealth Management LLC reported owning ROUS?

Vista Cima Wealth Management LLC reported ROUS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ROUS position in Vista Cima Wealth Management LLC's portfolio?

The largest reported portfolio weight for ROUS was 3.37% in 2025 Q1.

What is the latest reported ROUS position on this page?

The most recent filing on this page is 2025 Q4, when Vista Cima Wealth Management LLC reported 67,637 shares, equal to 3.25% of portfolio, with an estimated market value of $3.9M.

What does the chart on this ROUS ownership page compare?

The chart compares Vista Cima Wealth Management LLC's quarterly ROUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vista Cima Wealth Management LLC time their ROUS position?

Based on 13F filing dates vs. subsequent ROUS price moves, Vista Cima Wealth Management LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ROUS relative to SPY over the holding period was +3.1%.

← Back to Vista Cima Wealth Management LLC Holdings