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Alta Wealth Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Alta Wealth Advisors’s Portfolio LCTU Stock Details LCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,848
Closed -$285K – 172
2025
Q4 		$285K Buy
+3,848
New +$283K 0.1% 134

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Alta Wealth Advisors's LCTU Position: Q1 2026 in Review

Alta Wealth Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2026, closing a stake of 3,848 shares — an estimated $285K sold.

Alta Wealth Advisors first reported a position in LCTU in Q4 2025 and held it in 1 quarter. The position peaked at $285K in Q4 2025. 196 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

  • Alta Wealth Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
  • Alta Wealth Advisors sold 3,848 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $285K.
  • Alta Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and held it in 1 quarter.
  • Alta Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $285K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.