RIA
LCTU icon

Regal Investment Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Regal Investment Advisors’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
Q2 		$1.73M Sell
21,563
-412
-2% -$32K 0.09% 225
2026
Q1 		$1.54M Sell
21,975
-2,515
-10% -$185K 0.09% 229
2025
Q4 		$1.81M Sell
24,490
-885
-3% -$65.1K 0.11% 204
2025
Q3 		$1.84M Sell
25,375
-493
-2% -$34.4K 0.12% 188
2025
Q2 		$1.74M Buy
25,868
+80
+0.3% +$4.96K 0.13% 170
2025
Q1 		$1.56M Buy
25,788
+1,258
+5% +$80.6K 0.13% 169
2024
Q4 		$1.57M Buy
24,530
+172
+0.7% +$11.1K 0.12% 186
2024
Q3 		$1.53M Sell
24,358
-1,096
-4% -$66.2K 0.11% 199
2024
Q2 		$1.51M Sell
25,454
-256
-1% -$14.6K 0.1% 209
2024
Q1 		$1.48M Sell
25,710
-88
-0.3% -$4.82K 0.1% 203
2023
Q4 		$1.35M Buy
25,798
+3,113
+14% +$152K 0.1% 193
2023
Q3 		$1.07M Buy
22,685
+6,714
+42% +$330K 0.09% 204
2023
Q2 		$780K Buy
15,971
+253
+2% +$11.7K 0.07% 228
2023
Q1 		$711K Buy
15,718
+2,384
+18% +$106K 0.06% 233
2022
Q4 		$566K Buy
13,334
+4,726
+55% +$202K 0.05% 257
2022
Q3 		$343K Buy
8,608
+3,452
+67% +$153K 0.04% 335
2022
Q2 		$215K Buy
+5,156
New +$235K 0.02% 445

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 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 $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Regal Investment Advisors's LCTU Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 1.9% in Q2 2026, selling an estimated $32K and leaving 21,563 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #225.

Regal Investment Advisors first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.84M in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Regal Investment Advisors held 21,563 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.73M as of Q2 2026.
  • Regal Investment Advisors sold 412 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $32K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #225 holding.
  • Regal Investment Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
  • Regal Investment Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.84M in Q3 2025.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.