A4 Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

A4 Wealth Advisors’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	$3.66M	Buy	83,182 +3,611	+5%	+$157K	2.39%	13
2026 Q2	$3.43M	Sell	79,571 -23,802	-23%	-$984K	2.27%	12
2026 Q1	$3.74M	Buy	103,373 +25,735	+33%	+$981K	3.06%	9
2025 Q4	$2.99M	Buy	77,638 +32,389	+72%	+$1.24M	2.59%	9
2025 Q3	$1.71M	Buy	+45,249	New	+$1.66M	1.44%	15

Other funds holding THRO

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

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

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

A4 Wealth Advisors's THRO Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 4.5% in Q3 2026, buying an estimated $157K and bringing the position to 83,182 shares worth $3.66M. The position accounts for 2.39% of the portfolio, ranked #13.

A4 Wealth Advisors first reported a position in THRO in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.74M in Q1 2026. 295 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

A4 Wealth Advisors held 83,182 shares of iShares U.S. Thematic Rotation Active ETF worth $3.66M as of Q3 2026.
A4 Wealth Advisors bought 3,611 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $157K.
iShares U.S. Thematic Rotation Active ETF made up 2.39% of A4 Wealth Advisors's portfolio in Q3 2026, its #13 holding.
A4 Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 5 quarters since.
A4 Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $3.74M in Q1 2026.
295 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.