CAWM
THRO

Capital A Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-7,859
Closed -$249K – 880
2025
Q1 		$249K Buy
+7,859
New +$264K 0.26% 52

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Capital A Wealth Management's THRO Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2025, closing a stake of 7,859 shares — an estimated $249K sold.

Capital A Wealth Management first reported a position in THRO in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 330 funds tracked by Wall St. Rank hold THRO as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 7,859 iShares U.S. Thematic Rotation Active ETF shares in Q2 2025, an estimated $249K.
  • Capital A Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $249K in Q1 2025.
  • 330 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.