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

Apollon Wealth Management’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 Q2	$323K	Sell	4,026 -1,142	-22%	-$88.6K	﹤0.01%	1223
2026 Q1	$362K	Sell	5,168 -148	-3%	-$10.9K	0.01%	1015
2025 Q4	$394K	Hold	5,316	–	–	0.01%	934
2025 Q3	$386K	Buy	5,316 +544	+11%	+$38K	0.01%	940
2025 Q2	$321K	Buy	4,772 +274	+6%	+$17K	0.01%	990
2025 Q1	$273K	Sell	4,498 -1,090	-20%	-$69.9K	0.01%	986
2024 Q4	$358K	Sell	5,588 -1,353	-19%	-$87.1K	0.01%	878
2024 Q3	$435K	Hold	6,941	–	–	0.01%	775
2024 Q2	$412K	Sell	6,941 -538	-7%	-$30.7K	0.01%	752
2024 Q1	$429K	Sell	7,479 -709	-9%	-$38.8K	0.01%	747
2023 Q4	$429K	Buy	+8,188	New	+$400K	0.01%	709

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Apollon Wealth Management's LCTU Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 22% in Q2 2026, selling an estimated $88.6K and leaving 4,026 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Apollon Wealth Management first reported a position in LCTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $435K in Q3 2024. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Apollon Wealth Management held 4,026 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $323K as of Q2 2026.
Apollon Wealth Management sold 1,142 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $88.6K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1223 holding.
Apollon Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
Apollon Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $435K in Q3 2024.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.