Cetera Investment Advisers’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Cetera Investment Advisers’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	$22.5M	Sell	280,587 -11,702	-4%	-$908K	0.02%	694
2026 Q1	$20.5M	Sell	292,289 -29,075	-9%	-$2.14M	0.02%	667
2025 Q4	$23.8M	Sell	321,364 -2,522	-0.8%	-$186K	0.03%	591
2025 Q3	$23.5M	Buy	323,886 +20,189	+7%	+$1.41M	0.03%	577
2025 Q2	$20.4M	Buy	303,697 +14,696	+5%	+$912K	0.03%	511
2025 Q1	$17.5M	Buy	289,001 +33,338	+13%	+$2.14M	0.03%	511
2024 Q4	$16.4M	Sell	255,663 -4,202	-2%	-$271K	0.03%	493
2024 Q3	$16.3M	Sell	259,865 -10,947	-4%	-$661K	0.04%	488
2024 Q2	$16.1M	Sell	270,812 -14,945	-5%	-$854K	0.04%	463
2024 Q1	$16.4M	Buy	285,757 +91,251	+47%	+$4.99M	0.04%	453
2023 Q4	$10.2M	Buy	194,506 +33,801	+21%	+$1.65M	0.08%	224
2023 Q3	$7.57M	Buy	160,705 +41,429	+35%	+$2.03M	0.07%	292
2023 Q2	$5.83M	Sell	119,276 -717	-0.6%	-$33.1K	0.05%	357
2023 Q1	$5.43M	Buy	119,993 +9,941	+9%	+$440K	0.05%	370
2022 Q4	$4.67M	Buy	110,052 +97,579	+782%	+$4.17M	0.04%	408
2022 Q3	$497K	Buy	12,473 +5,440	+77%	+$241K	0.01%	988
2022 Q2	$294K	Buy	+7,033	New	+$321K	﹤0.01%	1430

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

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

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Cetera Investment Advisers's LCTU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4% in Q2 2026, selling an estimated $908K and leaving 280,587 shares worth $22.5M. The position accounts for 0.02% of the portfolio, ranked #694.

Cetera Investment Advisers first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.8M in Q4 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Cetera Investment Advisers held 280,587 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $22.5M as of Q2 2026.
Cetera Investment Advisers sold 11,702 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $908K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #694 holding.
Cetera Investment Advisers first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
Cetera Investment Advisers's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $23.8M in Q4 2025.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.