Ashton Thomas Private Wealth’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Ashton Thomas Private Wealth’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	$363K	Buy	5,178 +1,047	+25%	+$76.9K	0.01%	813
2025 Q4	$306K	Sell	4,131 -3	-0.1%	-$221	0.01%	814
2025 Q3	$300K	Sell	4,134 -7	-0.2%	-$489	0.01%	800
2025 Q2	$279K	Buy	4,141 +5	+0.1%	+$310	0.01%	700
2025 Q1	$251K	Sell	4,136 -76	-2%	-$4.87K	0.01%	704
2024 Q4	$270K	Buy	+4,212	New	+$271K	0.01%	661
2024 Q3	–	Sell	-233	Closed	-$13.8K	–	1285
2024 Q2	$13.8K	Buy	+233	New	+$13.3K	﹤0.01%	1251

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ashton Thomas Private Wealth's LCTU Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 25% in Q1 2026, buying an estimated $76.9K and bringing the position to 5,178 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #813.

Ashton Thomas Private Wealth first reported a position in LCTU in Q2 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Ashton Thomas Private Wealth held 5,178 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $363K as of Q1 2026.
Ashton Thomas Private Wealth bought 1,047 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $76.9K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #813 holding.
Ashton Thomas Private Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.