Richard W. Paul & Associates’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Richard W. Paul & Associates’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	$2.67K	Buy	+62	New	+$2.56K	﹤0.01%	283

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Richard W. Paul & Associates's THRO Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 62 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings.

494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Richard W. Paul & Associates held 62 shares of iShares U.S. Thematic Rotation Active ETF worth $2.67K as of Q2 2026.
iShares U.S. Thematic Rotation Active ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #283 holding.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.