OWA
THRO

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

Opal 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
2026
Q2 		– Sell
-2,403
Closed -$87K – 603
2026
Q1 		$87K Buy
+2,403
New +$91.6K 0.02% 299

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Opal Wealth Advisors's THRO Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026, closing a stake of 2,403 shares — an estimated $87K sold.

Opal Wealth Advisors first reported a position in THRO in Q1 2026 and held it in 1 quarter. The position peaked at $87K in Q1 2026. 97 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,403 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $87K.
  • Opal Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2026 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $87K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.