Guardian Wealth Advisors (North Carolina)’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$40.7K	Buy	+1,123	New	+$42.8K	﹤0.01%	448
2025 Q3	–	Sell	-1,333	Closed	-$47.4K	–	573
2025 Q2	$47.4K	Sell	1,333 -423	-24%	-$13.9K	﹤0.01%	399
2025 Q1	$55.6K	Buy	+1,756	New	+$59.1K	﹤0.01%	375

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s THRO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q1 2026: 1,123 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in THRO as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in THRO in Q1 2025 and has held it in 3 quarters since. The position peaked at $55.6K in Q1 2025. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,123 shares of iShares U.S. Thematic Rotation Active ETF worth $40.7K as of Q1 2026.
iShares U.S. Thematic Rotation Active ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #448 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 3 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares U.S. Thematic Rotation Active ETF position peaked at $55.6K in Q1 2025.
470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.