AWP
THRO

Avid Wealth Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Avid Wealth Partners’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150,571
Closed -$5.7M – 71
2025
Q3 		$5.7M Buy
150,571
+6,341
+4% +$232K 2.83% 11
2025
Q2 		$5.13M Buy
+144,230
New +$4.75M 2.94% 11

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Avid Wealth Partners's THRO Position: Q4 2025 in Review

Avid Wealth Partners sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q4 2025, closing a stake of 150,571 shares — an estimated $5.7M sold.

Avid Wealth Partners first reported a position in THRO in Q2 2025 and held it in 2 quarters. The position peaked at $5.7M in Q3 2025. 451 funds tracked by Wall St. Rank hold THRO as of Q4 2025.

  • Avid Wealth Partners reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q4 2025 after selling out during the quarter.
  • Avid Wealth Partners sold 150,571 iShares U.S. Thematic Rotation Active ETF shares in Q4 2025, an estimated $5.7M.
  • Avid Wealth Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and held it in 2 quarters.
  • Avid Wealth Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $5.7M in Q3 2025.
  • 451 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q4 2025.

Based on Avid Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.