RFA
THRO

Resurgent Financial Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Resurgent Financial Advisors’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
Q1 		$578K Buy
15,963
+944
+6% +$36K 0.21% 120
2025
Q4 		$579K Buy
15,019
+16
+0.1% +$612 0.29% 100
2025
Q3 		$568K Buy
15,003
+78
+0.5% +$2.86K 0.28% 108
2025
Q2 		$531K Buy
+14,925
New +$491K 0.29% 100

Other funds holding THRO

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Resurgent Financial Advisors's THRO Position: Q1 2026 in Review

Resurgent Financial Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 6.3% in Q1 2026, buying an estimated $36K and bringing the position to 15,963 shares worth $578K. The position accounts for 0.21% of the portfolio, ranked #120.

Resurgent Financial Advisors first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $579K in Q4 2025. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Resurgent Financial Advisors held 15,963 shares of iShares U.S. Thematic Rotation Active ETF worth $578K as of Q1 2026.
  • Resurgent Financial Advisors bought 944 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $36K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.21% of Resurgent Financial Advisors's portfolio in Q1 2026, its #120 holding.
  • Resurgent Financial Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Resurgent Financial Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $579K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.