Gateway Wealth Partners’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Gateway Wealth Partners’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Sell	14,107 -15,740	-53%	-$1.22M	0.07%	284
2026 Q1	$2.09M	Buy	29,847 +20,030	+204%	+$1.47M	0.08%	244
2025 Q4	$727K	Buy	9,817 +3,815	+64%	+$281K	0.08%	230
2025 Q3	$436K	Sell	6,002 -9	-0.1%	-$628	0.06%	266
2025 Q2	$404K	Buy	6,011 +66	+1%	+$4.09K	0.08%	235
2025 Q1	$360K	Buy	5,945 +957	+19%	+$61.4K	0.08%	229
2024 Q4	$319K	Sell	4,988 -1,367	-22%	-$88K	0.08%	221
2024 Q3	$399K	Buy	6,355 +1,054	+20%	+$63.7K	0.11%	172
2024 Q2	$315K	Sell	5,301 -1,137	-18%	-$65K	0.1%	195
2024 Q1	$370K	Sell	6,438 -516	-7%	-$28.2K	0.13%	148
2023 Q4	$364K	Buy	6,954 +1,541	+28%	+$75.3K	0.15%	131
2023 Q3	$255K	Buy	+5,413	New	+$266K	0.05%	217

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

PAS

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

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

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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gateway Wealth Partners's LCTU Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 53% in Q2 2026, selling an estimated $1.22M and leaving 14,107 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #284.

Gateway Wealth Partners first reported a position in LCTU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q1 2026. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Gateway Wealth Partners held 14,107 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.13M as of Q2 2026.
Gateway Wealth Partners sold 15,740 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.22M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.07% of Gateway Wealth Partners's portfolio in Q2 2026, its #284 holding.
Gateway Wealth Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
Gateway Wealth Partners's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.09M in Q1 2026.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.