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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.75M Sell
21,770
-1,907
-8% -$148K 0.01% 521
2026
Q1
$1.66M Sell
23,677
-702
-3% -$51.6K 0.01% 503
2025
Q4
$1.81M Sell
24,379
-16
-0.1% -$1.18K 0.01% 465
2025
Q3
$1.77M Sell
24,395
-18
-0.1% -$1.26K 0.01% 460
2025
Q2
$1.64M Sell
24,413
-121
-0.5% -$7.51K 0.01% 453
2025
Q1
$1.49M Sell
24,534
-595
-2% -$38.1K 0.02% 439
2024
Q4
$1.61M Sell
25,129
-9,111
-27% -$587K 0.02% 432
2024
Q3
$2.15M Sell
34,240
-2,700
-7% -$163K 0.03% 307
2024
Q2
$2.19M Sell
36,940
-295
-0.8% -$16.9K 0.04% 285
2024
Q1
$2.14M Sell
37,235
-10,414
-22% -$570K 0.04% 289
2023
Q4
$2.49M Buy
47,649
+36,375
+323% +$1.78M 0.07% 203
2023
Q3
$531K Buy
11,274
+2,618
+30% +$129K 0.01% 373
2023
Q2
$423K Buy
8,656
+1,554
+22% +$71.8K 0.01% 340
2023
Q1
$321K Buy
+7,102
New +$314K 0.01% 382

Other funds holding LCTU

Aptus Capital Advisors's LCTU Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 8.1% in Q2 2026, selling an estimated $148K and leaving 21,770 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #521.

Aptus Capital Advisors first reported a position in LCTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2023. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Aptus Capital Advisors held 21,770 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.75M as of Q2 2026.
  • Aptus Capital Advisors sold 1,907 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $148K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #521 holding.
  • Aptus Capital Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 quarters since.
  • Aptus Capital Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.49M in Q4 2023.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.