Elios Financial Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Elios Financial Group’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
2025 Q2	$828K	Buy	+23,267	New	+$766K	0.38%	60

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Elios Financial Group's THRO Position: Q2 2025 in Review

Elios Financial Group opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2025: 23,267 shares worth $828K. The stake represents 0.38% of the portfolio and ranks #60 among its holdings.

334 funds tracked by Wall St. Rank hold THRO as of Q2 2025.

Elios Financial Group held 23,267 shares of iShares U.S. Thematic Rotation Active ETF worth $828K as of Q2 2025.
iShares U.S. Thematic Rotation Active ETF was a new Elios Financial Group position in Q2 2025.
iShares U.S. Thematic Rotation Active ETF made up 0.38% of Elios Financial Group's portfolio in Q2 2025, its #60 holding.
334 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.