CWM
THIR

Congress Wealth Management’s THOR Index Rotation ETF THIR Stock Holding History

Congress Wealth Management’s Portfolio THIR Stock Details THIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$325K Buy
+11,123
New +$299K ﹤0.01% 1040

Other funds holding THIR

PG
Prostatis Group Hanover, Maryland $429M AUM 26.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $216M AUM 21.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's THIR Position: Q2 2025 in Review

Congress Wealth Management opened a new position in THOR Index Rotation ETF (THIR) in Q2 2025: 11,123 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings.

9 funds tracked by Wall St. Rank hold THIR as of Q2 2025.

  • Congress Wealth Management held 11,123 shares of THOR Index Rotation ETF worth $325K as of Q2 2025.
  • THOR Index Rotation ETF was a new Congress Wealth Management position in Q2 2025.
  • THOR Index Rotation ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1040 holding.
  • 9 funds tracked by Wall St. Rank held THOR Index Rotation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.