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

Contango 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 Q1	$649K	Buy	+9,257	New	+$680K	0.76%	29

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Contango Wealth Management's LCTU Position: Q1 2026 in Review

Contango Wealth Management opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2026: 9,257 shares worth $649K. The stake represents 0.76% of the portfolio and ranks #29 among its holdings.

195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Contango Wealth Management held 9,257 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $649K as of Q1 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Contango Wealth Management position in Q1 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.76% of Contango Wealth Management's portfolio in Q1 2026, its #29 holding.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.