LEA
THRO

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

Legacy Edge 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 		– Sell
-6,271
Closed -$227K – 248
2026
Q1 		$227K Sell
6,271
-159
-2% -$6.06K 0.02% 212
2025
Q4 		$248K Buy
6,430
+595
+10% +$22.8K 0.03% 199
2025
Q3 		$221K Sell
5,835
-45
-0.8% -$1.65K 0.03% 196
2025
Q2 		$209K Buy
+5,880
New +$194K 0.03% 197

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Edge Advisors's THRO Position: Q2 2026 in Review

Legacy Edge Advisors sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026, closing a stake of 6,271 shares — an estimated $227K sold.

Legacy Edge Advisors first reported a position in THRO in Q2 2025 and held it in 4 quarters. The position peaked at $248K in Q4 2025. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 6,271 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $227K.
  • Legacy Edge Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and held it in 4 quarters.
  • Legacy Edge Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $248K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.