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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$315K Sell
3,860
-2,360
-38% -$193K 0.08% 214
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

Centurion Wealth Management's LCTU Position: Q3 2026 in Review

Centurion Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 38% in Q3 2026, selling an estimated $193K and leaving 3,860 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #214.

Centurion Wealth Management first reported a position in LCTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $499K in Q2 2026. 83 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

  • Centurion Wealth Management held 3,860 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $315K as of Q3 2026.
  • Centurion Wealth Management sold 2,360 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $193K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.08% of Centurion Wealth Management's portfolio in Q3 2026, its #214 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 11 quarters since.
  • Centurion Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $499K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.