Superior Planning, LLC’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Superior Planning, LLC’s Portfolio THRO Stock Details THRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.66M	Buy	+37,694	New	+$1.64M	0.69%	29

Other funds holding THRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's THRO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2026: 37,694 shares worth $1.66M. The stake represents 0.69% of the portfolio and ranks #29 among its holdings.

388 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Superior Planning, LLC held 37,694 shares of iShares U.S. Thematic Rotation Active ETF worth $1.66M as of Q3 2026.
iShares U.S. Thematic Rotation Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares U.S. Thematic Rotation Active ETF made up 0.69% of Superior Planning, LLC's portfolio in Q3 2026, its #29 holding.
388 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.