CX Institutional’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

CX Institutional’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 Q2	$3K	Buy	+70	New	+$2.9K	﹤0.01%	1439

Other funds holding THRO

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

Envestnet Portfolio Solutions

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

CX Institutional's THRO Position: Q2 2026 in Review

CX Institutional opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 70 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings.

118 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

CX Institutional held 70 shares of iShares U.S. Thematic Rotation Active ETF worth $3K as of Q2 2026.
iShares U.S. Thematic Rotation Active ETF was a new CX Institutional position in Q2 2026.
iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1439 holding.
118 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.