Advus Financial Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Advus Financial Partners’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	$3.07M	Buy	69,812 +1,178	+2%	+$51.2K	0.87%	27
2026 Q2	$2.96M	Buy	68,634 +3,584	+6%	+$148K	0.84%	26
2026 Q1	$2.36M	Buy	65,050 +6,032	+10%	+$230K	0.89%	26
2025 Q4	$2.28M	Buy	59,018 +2,579	+5%	+$98.7K	0.82%	27
2025 Q3	$2.14M	Buy	56,439 +32,090	+132%	+$1.17M	0.79%	26
2025 Q2	$866K	Buy	+24,349	New	+$802K	0.34%	39

Other funds holding THRO

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Advus Financial Partners's THRO Position: Q3 2026 in Review

Advus Financial Partners increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 1.7% in Q3 2026, buying an estimated $51.2K and bringing the position to 69,812 shares worth $3.07M. The position accounts for 0.87% of the portfolio, ranked #27.

Advus Financial Partners first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Advus Financial Partners held 69,812 shares of iShares U.S. Thematic Rotation Active ETF worth $3.07M as of Q3 2026.
Advus Financial Partners bought 1,178 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $51.2K.
iShares U.S. Thematic Rotation Active ETF made up 0.87% of Advus Financial Partners's portfolio in Q3 2026, its #27 holding.
Advus Financial Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.