Orion Portfolio Solutions’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.34M	Buy	+42,294	New	+$1.42M	0.01%	919

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

McMorgan & Co San Francisco, California $618M AUM 8.76% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Orion Portfolio Solutions's THRO Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q1 2025: 42,294 shares worth $1.34M. The stake represents 0.01% of the portfolio and ranks #919 among its holdings.

125 funds tracked by Wall St. Rank hold THRO as of Q1 2025.

Orion Portfolio Solutions held 42,294 shares of iShares U.S. Thematic Rotation Active ETF worth $1.34M as of Q1 2025.
iShares U.S. Thematic Rotation Active ETF was a new Orion Portfolio Solutions position in Q1 2025.
iShares U.S. Thematic Rotation Active ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #919 holding.
125 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.