Armis Advisers’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Armis Advisers’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 Q3	$641K	Sell	7,703 -35	-0.5%	-$2.86K	0.05%	233
2026 Q2	$625K	Buy	7,738 +18	+0.2%	+$1.4K	0.06%	234
2026 Q1	$610K	Hold	7,720	–	–	0.06%	218
2025 Q4	$539K	Buy	+7,720	New	+$568K	0.06%	217
2025 Q3	–	Sell	-8,068	Closed	-$543K	–	438
2025 Q2	$543K	Buy	8,068 +202	+3%	+$12.5K	0.04%	269
2025 Q1	$477K	Sell	7,866 -881	-10%	-$56.5K	0.04%	257
2024 Q4	$560K	Buy	+8,747	New	+$563K	0.07%	178

Other funds holding LCTU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

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

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Armis Advisers's LCTU Position: Q3 2026 in Review

Armis Advisers reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.45% in Q3 2026, selling an estimated $2.86K and leaving 7,703 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #233.

Armis Advisers first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Armis Advisers held 7,703 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $641K as of Q3 2026.
Armis Advisers sold 35 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $2.86K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of Armis Advisers's portfolio in Q3 2026, its #233 holding.
Armis Advisers first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.