Contango Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Contango Wealth Management’s Portfolio THRO Stock Details THRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.94M	Buy	+53,655	New	+$2.04M	2.27%	11

Other funds holding THRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Contango Wealth Management opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q1 2026: 53,655 shares worth $1.94M. The stake represents 2.27% of the portfolio and ranks #11 among its holdings.

471 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

Contango Wealth Management held 53,655 shares of iShares U.S. Thematic Rotation Active ETF worth $1.94M as of Q1 2026.
iShares U.S. Thematic Rotation Active ETF was a new Contango Wealth Management position in Q1 2026.
iShares U.S. Thematic Rotation Active ETF made up 2.27% of Contango Wealth Management's portfolio in Q1 2026, its #11 holding.
471 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

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