MBL Wealth’s THOR Index Rotation ETF THIR Stock Holding History

MBL Wealth’s Portfolio THIR Stock Details THIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.77M	Buy	196,153 +11,225	+6%	+$371K	0.46%	42
2026 Q1	$5.73M	Buy	184,928 +43,675	+31%	+$1.41M	0.43%	48
2025 Q4	$4.55M	Buy	141,253 +58,101	+70%	+$1.86M	0.36%	59
2025 Q3	$2.61M	Buy	83,152 +61,207	+279%	+$1.85M	0.23%	68
2025 Q2	$641K	Buy	+21,945	New	+$591K	0.06%	127

Other funds holding THIR

Prostatis Group Hanover, Maryland $429M AUM 26.55% 1-Year Est. Return

JHC

J. Hagan Capital Louisville, Kentucky $216M AUM 21.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

CFG

CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return

CAN

Capital Advisor Network Lafayette, Indiana $79.9M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

MBL Wealth's THIR Position: Q2 2026 in Review

MBL Wealth increased its THOR Index Rotation ETF (THIR) stake by 6.1% in Q2 2026, buying an estimated $371K and bringing the position to 196,153 shares worth $6.77M. The position accounts for 0.46% of the portfolio, ranked #42.

MBL Wealth first reported a position in THIR in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold THIR as of Q2 2026.

MBL Wealth held 196,153 shares of THOR Index Rotation ETF worth $6.77M as of Q2 2026.
MBL Wealth bought 11,225 THOR Index Rotation ETF shares in Q2 2026, an estimated $371K.
THOR Index Rotation ETF made up 0.46% of MBL Wealth's portfolio in Q2 2026, its #42 holding.
MBL Wealth first reported a position in THOR Index Rotation ETF in Q2 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held THOR Index Rotation ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.