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

BCU 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 Q3	$1.18M	Sell	26,899 -118	-0.4%	-$5.13K	0.38%	21
2026 Q2	$1.16M	Sell	27,017 -11,849	-30%	-$490K	0.39%	25
2026 Q1	$1.41M	Buy	38,866 +2,007	+5%	+$76.5K	0.52%	22
2025 Q4	$1.42M	Buy	36,859 +620	+2%	+$23.7K	0.54%	21
2025 Q3	$1.37M	Buy	36,239 +2,921	+9%	+$107K	0.56%	21
2025 Q2	$1.19M	Buy	+33,318	New	+$1.1M	0.53%	20

Other funds holding THRO

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

BCU Wealth Advisors's THRO Position: Q3 2026 in Review

BCU Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 0.44% in Q3 2026, selling an estimated $5.13K and leaving 26,899 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #21.

BCU Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2025. 125 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

BCU Wealth Advisors held 26,899 shares of iShares U.S. Thematic Rotation Active ETF worth $1.18M as of Q3 2026.
BCU Wealth Advisors sold 118 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $5.13K.
iShares U.S. Thematic Rotation Active ETF made up 0.38% of BCU Wealth Advisors's portfolio in Q3 2026, its #21 holding.
BCU Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
BCU Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.42M in Q4 2025.
125 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.