LA
THRO

Latitude Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Latitude Advisors’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
Q2 		$543K Buy
12,606
+1,962
+18% +$81.1K 0.22% 113
2026
Q1 		$386K Buy
10,644
+5,096
+92% +$194K 0.18% 133
2025
Q4 		$214K Buy
+5,548
New +$212K 0.09% 213

Other funds holding THRO

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Latitude Advisors's THRO Position: Q2 2026 in Review

Latitude Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 18% in Q2 2026, buying an estimated $81.1K and bringing the position to 12,606 shares worth $543K. The position accounts for 0.22% of the portfolio, ranked #113.

Latitude Advisors first reported a position in THRO in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Latitude Advisors held 12,606 shares of iShares U.S. Thematic Rotation Active ETF worth $543K as of Q2 2026.
  • Latitude Advisors bought 1,962 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $81.1K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.22% of Latitude Advisors's portfolio in Q2 2026, its #113 holding.
  • Latitude Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.