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 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

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return