B. Riley Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

B. Riley Wealth Advisors’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
2026 Q2	$1.08M	Sell	25,430 -12,276	-33%	-$508K	0.06%	295
2026 Q1	$1.32M	Sell	37,706 -1,691	-4%	-$64.4K	0.08%	231
2025 Q4	$1.52M	Buy	39,397 +1,328	+3%	+$50.8K	0.07%	259
2025 Q3	$1.44M	Buy	38,069 +1,772	+5%	+$64.9K	0.07%	262
2025 Q2	$1.29M	Buy	+36,297	New	+$1.2M	0.06%	292

Other funds holding THRO

PAS

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

B. Riley Wealth Advisors's THRO Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 33% in Q2 2026, selling an estimated $508K and leaving 25,430 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #295.

B. Riley Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q4 2025. 175 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

B. Riley Wealth Advisors held 25,430 shares of iShares U.S. Thematic Rotation Active ETF worth $1.08M as of Q2 2026.
B. Riley Wealth Advisors sold 12,276 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $508K.
iShares U.S. Thematic Rotation Active ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #295 holding.
B. Riley Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
B. Riley Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.52M in Q4 2025.
175 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.