Kestra Private Wealth 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
$1.6M Buy
19,984
+1,741
+10% +$135K 0.02% 673
2026
Q1
$1.28M Sell
18,243
-1,893
-9% -$139K 0.02% 723
2025
Q4
$1.49M Buy
20,136
+1,721
+9% +$127K 0.02% 647
2025
Q3
$1.34M Buy
18,415
+8,992
+95% +$628K 0.02% 661
2025
Q2
$634K Buy
9,423
+23
+0.2% +$1.43K 0.01% 933
2025
Q1
$570K Buy
9,400
+25
+0.3% +$1.6K 0.01% 895
2024
Q4
$600K Buy
9,375
+600
+7% +$38.6K 0.01% 848
2024
Q3
$551K Buy
8,775
+1,881
+27% +$114K 0.01% 837
2024
Q2
$410K Buy
6,894
+19
+0.3% +$1.09K 0.01% 915
2024
Q1
$395K Buy
6,875
+21
+0.3% +$1.15K 0.01% 900
2023
Q4
$359K Buy
6,854
+1,318
+24% +$64.4K 0.01% 870
2023
Q3
$261K Buy
+5,536
New +$272K 0.01% 928

Other funds holding LCTU

Kestra Private Wealth Services's LCTU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 9.5% in Q2 2026, buying an estimated $135K and bringing the position to 19,984 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #673.

Kestra Private Wealth Services first reported a position in LCTU in Q3 2023 and has held it in 12 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Kestra Private Wealth Services held 19,984 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.6M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,741 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $135K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #673 holding.
  • Kestra Private Wealth Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

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