FAIM
THRO

Financial Advocates Investment Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Financial Advocates Investment 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
2025
Q3 		$1.25M Sell
33,078
-236
-0.7% -$8.64K 0.7% 43
2025
Q2 		$1.19M Buy
33,314
+22,904
+220% +$754K 0.1% 202
2025
Q1 		$330K Buy
+10,410
New +$350K 0.02% 536

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Advocates Investment Management's THRO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 0.71% in Q3 2025, selling an estimated $8.64K and leaving 33,078 shares worth $1.25M. The position accounts for 0.7% of the portfolio, ranked #43.

Financial Advocates Investment Management first reported a position in THRO in Q1 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold THRO as of Q3 2025.

  • Financial Advocates Investment Management held 33,078 shares of iShares U.S. Thematic Rotation Active ETF worth $1.25M as of Q3 2025.
  • Financial Advocates Investment Management sold 236 iShares U.S. Thematic Rotation Active ETF shares in Q3 2025, an estimated $8.64K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.7% of Financial Advocates Investment Management's portfolio in Q3 2025, its #43 holding.
  • Financial Advocates Investment Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.