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

Lowe Wealth 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
2025 Q3	$909	Buy	+24	New	+$879	﹤0.01%	366

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Lowe Wealth Advisors's THRO Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2025: 24 shares worth $909. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

373 funds tracked by Wall St. Rank hold THRO as of Q3 2025.

Lowe Wealth Advisors held 24 shares of iShares U.S. Thematic Rotation Active ETF worth $909 as of Q3 2025.
iShares U.S. Thematic Rotation Active ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #366 holding.
373 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.