Plan Group Financial’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Plan Group Financial’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$204K	Sell	2,485 -176	-7%	-$14.4K	0.04%	219
2026 Q2	$213K	Sell	2,661 -289	-10%	-$22.4K	0.04%	233
2026 Q1	$207K	Buy	+2,950	New	+$217K	0.05%	216

Other funds holding LCTU

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Plan Group Financial's LCTU Position: Q3 2026 in Review

Plan Group Financial reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.6% in Q3 2026, selling an estimated $14.4K and leaving 2,485 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #219.

Plan Group Financial first reported a position in LCTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $213K in Q2 2026. 68 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Plan Group Financial held 2,485 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $204K as of Q3 2026.
Plan Group Financial sold 176 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $14.4K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #219 holding.
Plan Group Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2026 and has held it in 3 quarters since.
Plan Group Financial's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $213K in Q2 2026.
68 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.