GPS Wealth Strategies Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-136	Closed	-$9.87K	–	1135
2025 Q3	$9.87K	Hold	136	–	–	﹤0.01%	1095
2025 Q2	$9.15K	Hold	136	–	–	﹤0.01%	1060
2025 Q1	$8.24K	Hold	136	–	–	﹤0.01%	1050
2024 Q4	$8.71K	Hold	136	–	–	﹤0.01%	981
2024 Q3	$8.53K	Hold	136	–	–	﹤0.01%	978
2024 Q2	$8.08K	Hold	136	–	–	﹤0.01%	964
2024 Q1	$7.81K	Hold	136	–	–	﹤0.01%	910
2023 Q4	$7.12K	Hold	136	–	–	﹤0.01%	905
2023 Q3	$6.4K	Hold	136	–	–	﹤0.01%	926
2023 Q2	$6.64K	Hold	136	–	–	﹤0.01%	919
2023 Q1	$6.15K	Buy	+136	New	+$6.02K	﹤0.01%	939

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

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

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

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

GPS Wealth Strategies Group's LCTU Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2025, closing a stake of 136 shares — an estimated $9.87K sold.

GPS Wealth Strategies Group first reported a position in LCTU in Q1 2023 and held it in 11 quarters. The position peaked at $9.87K in Q3 2025. 204 funds tracked by Wall St. Rank hold LCTU as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 136 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $9.87K.
GPS Wealth Strategies Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $9.87K in Q3 2025.
204 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.