Janney Montgomery Scott
THRO

Janney Montgomery Scott’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Janney Montgomery Scott’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 		$99.3M Buy
2,740,311
+207,223
+8% +$7.9M 0.25% 88
2025
Q4 		$97.7M Buy
2,533,088
+53,645
+2% +$2.05M 0.22% 100
2025
Q3 		$93.9M Buy
2,479,443
+738,716
+42% +$27M 0.22% 100
2025
Q2 		$61.9M Buy
+1,740,727
New +$57.3M 0.16% 133

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Janney Montgomery Scott's THRO Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 8.2% in Q1 2026, buying an estimated $7.9M and bringing the position to 2,740,311 shares worth $99.3M. The position accounts for 0.25% of the portfolio, ranked #88.

Janney Montgomery Scott first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Janney Montgomery Scott held 2,740,311 shares of iShares U.S. Thematic Rotation Active ETF worth $99.3M as of Q1 2026.
  • Janney Montgomery Scott bought 207,223 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $7.9M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.25% of Janney Montgomery Scott's portfolio in Q1 2026, its #88 holding.
  • Janney Montgomery Scott first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.