Essential Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Essential Partners’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 Q3	$13.3K	Buy	+303	New	+$13.2K	0.01%	1079

Other funds holding THRO

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's THRO Position: Q3 2026 in Review

Essential Partners opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2026: 303 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #1079 among its holdings.

158 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Essential Partners held 303 shares of iShares U.S. Thematic Rotation Active ETF worth $13.3K as of Q3 2026.
iShares U.S. Thematic Rotation Active ETF was a new Essential Partners position in Q3 2026.
iShares U.S. Thematic Rotation Active ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1079 holding.
158 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.