Avantax Advisory Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.66M	Buy	24,626 +808	+3%	+$50.1K	0.01%	895
2025 Q1	$1.44M	Buy	23,818 +2,938	+14%	+$188K	0.01%	912
2024 Q4	$1.34M	Sell	20,880 -3,250	-13%	-$209K	0.01%	910
2024 Q3	$1.51M	Sell	24,130 -2,182	-8%	-$132K	0.01%	814
2024 Q2	$1.56M	Buy	26,312 +1,933	+8%	+$110K	0.01%	759
2024 Q1	$1.4M	Buy	24,379 +5,838	+31%	+$319K	0.01%	643
2023 Q4	$970K	Buy	18,541 +3,197	+21%	+$156K	0.01%	726
2023 Q3	$722K	Buy	15,344 +4,275	+39%	+$210K	0.01%	800
2023 Q2	$541K	Buy	11,069 +1,917	+21%	+$88.5K	0.01%	913
2023 Q1	$414K	Buy	9,152 +2,738	+43%	+$121K	0.01%	991
2022 Q4	$272K	Buy	+6,414	New	+$274K	﹤0.01%	1155

Other funds holding LCTU

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

VMPIC

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Avantax Advisory Services's LCTU Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.4% in Q2 2025, buying an estimated $50.1K and bringing the position to 24,626 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #895.

Avantax Advisory Services first reported a position in LCTU in Q4 2022 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

Avantax Advisory Services held 24,626 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.66M as of Q2 2025.
Avantax Advisory Services bought 808 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $50.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #895 holding.
Avantax Advisory Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 11 quarters since.
186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.