Cypress Wealth Services’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Cypress Wealth Services’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	$7.51M	Sell	174,175 -69,696	-29%	-$2.88M	0.92%	26
2026 Q1	$8.83M	Buy	243,871 +21,461	+10%	+$818K	1.25%	15
2025 Q4	$8.58M	Buy	222,410 +25,606	+13%	+$980K	1.19%	18
2025 Q3	$7.45M	Buy	196,804 +6,831	+4%	+$250K	1.22%	18
2025 Q2	$6.76M	Buy	+189,973	New	+$6.26M	1.21%	19

Other funds holding THRO

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return