Centurion Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Centurion Wealth Management’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
2026 Q2	$499K	Buy	6,220 +169	+3%	+$13.1K	0.12%	160
2026 Q1	$424K	Sell	6,051 -32	-0.5%	-$2.35K	0.1%	190
2025 Q4	$451K	Buy	6,083 +384	+7%	+$28.2K	0.1%	170
2025 Q3	$414K	Buy	5,699 +19	+0.3%	+$1.33K	0.09%	177
2025 Q2	$382K	Buy	5,680 +98	+2%	+$6.08K	0.11%	150
2025 Q1	$358K	Hold	5,582	–	–	0.11%	135
2024 Q4	$358K	Sell	5,582 -1,032	-16%	-$66.5K	0.11%	135
2024 Q3	$415K	Buy	+6,614	New	+$399K	0.13%	114
2024 Q1	$386K	Sell	6,719 -1,008	-13%	-$55.2K	0.15%	101
2023 Q4	$404K	Buy	+7,727	New	+$378K	0.17%	98

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Centurion Wealth Management's LCTU Position: Q2 2026 in Review

Centurion Wealth Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.8% in Q2 2026, buying an estimated $13.1K and bringing the position to 6,220 shares worth $499K. The position accounts for 0.12% of the portfolio, ranked #160.

Centurion Wealth Management first reported a position in LCTU in Q4 2023 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Centurion Wealth Management held 6,220 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $499K as of Q2 2026.
Centurion Wealth Management bought 169 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $13.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.12% of Centurion Wealth Management's portfolio in Q2 2026, its #160 holding.
Centurion Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.