PGF
LCTU icon

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
Q1 		$207K Buy
+2,950
New +$217K 0.05% 216

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Plan Group Financial's LCTU Position: Q1 2026 in Review

Plan Group Financial opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2026: 2,950 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #216 among its holdings.

195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

  • Plan Group Financial held 2,950 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $207K as of Q1 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Plan Group Financial position in Q1 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #216 holding.
  • 195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.