Janney Montgomery Scott’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Janney Montgomery Scott’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	$11.5M	Sell	142,890 -633	-0.4%	-$49.1K	0.02%	632
2026 Q1	$10.1M	Sell	143,523 -12,389	-8%	-$910K	0.02%	587
2025 Q4	$11.6M	Buy	155,912 +11,187	+8%	+$823K	0.03%	560
2025 Q3	$10.5M	Buy	144,725 +32,820	+29%	+$2.29M	0.02%	595
2025 Q2	$7.53M	Buy	111,905 +23,832	+27%	+$1.48M	0.02%	661
2025 Q1	$5.34M	Buy	88,073 +655	+0.7%	+$42K	0.02%	752
2024 Q4	$5.6M	Buy	87,418 +654	+0.8%	+$42.1K	0.02%	743
2024 Q3	$5.44M	Sell	86,764 -9,345	-10%	-$564K	0.02%	730
2024 Q2	$5.71M	Sell	96,109 -1,386	-1%	-$79.2K	0.02%	678
2024 Q1	$5.6M	Buy	97,495 +5,714	+6%	+$313K	0.02%	721
2023 Q4	$4.8M	Buy	91,781 +32,298	+54%	+$1.58M	0.02%	746
2023 Q3	$2.8M	Buy	59,483 +15,094	+34%	+$741K	0.01%	894
2023 Q2	$2.17M	Buy	44,389 +6,904	+18%	+$319K	0.01%	1037
2023 Q1	$1.7M	Buy	37,485 +9,045	+32%	+$400K	0.01%	1049
2022 Q4	$1.21M	Buy	28,440 +10,144	+55%	+$434K	﹤0.01%	1269
2022 Q3	$729K	Buy	18,296 +8,908	+95%	+$394K	﹤0.01%	1468
2022 Q2	$392K	Buy	+9,388	New	+$428K	﹤0.01%	1738

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

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Janney Montgomery Scott's LCTU Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.44% in Q2 2026, selling an estimated $49.1K and leaving 142,890 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #632.

Janney Montgomery Scott first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q4 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Janney Montgomery Scott held 142,890 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $11.5M as of Q2 2026.
Janney Montgomery Scott sold 633 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $49.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #632 holding.
Janney Montgomery Scott first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
Janney Montgomery Scott's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $11.6M in Q4 2025.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.