Kestra Advisory Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$257K Buy
3,210
+7
+0.2% +$543 ﹤0.01% 2899
2026
Q1
$225K Buy
3,203
+1,331
+71% +$97.8K ﹤0.01% 2859
2025
Q4
$139K Buy
+1,872
New +$138K ﹤0.01% 3191
2024
Q3
Sell
-5,023
Closed -$298K 2661
2024
Q2
$298K Sell
5,023
-1,120
-18% -$64K ﹤0.01% 2117
2024
Q1
$353K Buy
+6,143
New +$336K ﹤0.01% 1891
2023
Q1
Sell
-28,246
Closed -$1.2M 2214
2022
Q4
$1.2M Buy
28,246
+9,314
+49% +$398K 0.01% 975
2022
Q3
$755K Buy
18,932
+8,192
+76% +$362K 0.01% 1099
2022
Q2
$448K Buy
+10,740
New +$490K ﹤0.01% 1391

Other funds holding LCTU

Kestra Advisory Services's LCTU Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.22% in Q2 2026, buying an estimated $543 and bringing the position to 3,210 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

Kestra Advisory Services first reported a position in LCTU in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2022. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Kestra Advisory Services held 3,210 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $257K as of Q2 2026.
  • Kestra Advisory Services bought 7 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $543.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2899 holding.
  • Kestra Advisory Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 8 quarters since.
  • Kestra Advisory Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.2M in Q4 2022.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.