PFGIA
THRO

Patriot Financial Group Insurance Agency’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$3.42M Sell
79,361
-103,245
-57% -$4.27M 0.35% 76
2026
Q1 		$6.61M Buy
182,606
+94,013
+106% +$3.58M 0.37% 71
2025
Q4 		$3.42M Buy
88,593
+7,358
+9% +$281K 0.41% 63
2025
Q3 		$3.08M Buy
81,235
+3,502
+5% +$128K 0.39% 64
2025
Q2 		$2.77M Buy
77,733
+34,714
+81% +$1.14M 0.32% 76
2025
Q1 		$1.36M Buy
+43,019
New +$1.45M 0.18% 137

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's THRO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 57% in Q2 2026, selling an estimated $4.27M and leaving 79,361 shares worth $3.42M. The position accounts for 0.35% of the portfolio, ranked #76.

Patriot Financial Group Insurance Agency first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.61M in Q1 2026. 286 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 79,361 shares of iShares U.S. Thematic Rotation Active ETF worth $3.42M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 103,245 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $4.27M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.35% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #76 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Patriot Financial Group Insurance Agency's iShares U.S. Thematic Rotation Active ETF position peaked at $6.61M in Q1 2026.
  • 286 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.