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

Kestra Investment Management’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 Q1	$403K	Sell	5,750 -625	-10%	-$45.9K	0.01%	314
2025 Q4	$472K	Buy	6,375 +16	+0.3%	+$1.18K	0.01%	290
2025 Q3	$462K	Sell	6,359 -4,432	-41%	-$309K	0.01%	289
2025 Q2	$690K	Buy	10,791 +5,392	+100%	+$335K	0.01%	331
2025 Q1	$327K	Buy	5,399 +1,112	+26%	+$71.3K	0.01%	317
2024 Q4	$275K	Buy	4,287 +11	+0.3%	+$708	0.01%	315
2024 Q3	$268K	Buy	+4,276	New	+$258K	0.01%	283

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

PAS

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kestra Investment Management's LCTU Position: Q1 2026 in Review

Kestra Investment Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 9.8% in Q1 2026, selling an estimated $45.9K and leaving 5,750 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #314.

Kestra Investment Management first reported a position in LCTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $690K in Q2 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Kestra Investment Management held 5,750 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $403K as of Q1 2026.
Kestra Investment Management sold 625 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $45.9K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #314 holding.
Kestra Investment Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $690K in Q2 2025.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.