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

Semmax 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
2025 Q2	$599K	Buy	+16,419	New	+$541K	0.15%	114

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Semmax Financial Advisors's THRO Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2025: 16,419 shares worth $599K. The stake represents 0.15% of the portfolio and ranks #114 among its holdings.

330 funds tracked by Wall St. Rank hold THRO as of Q2 2025.

Semmax Financial Advisors held 16,419 shares of iShares U.S. Thematic Rotation Active ETF worth $599K as of Q2 2025.
iShares U.S. Thematic Rotation Active ETF was a new Semmax Financial Advisors position in Q2 2025.
iShares U.S. Thematic Rotation Active ETF made up 0.15% of Semmax Financial Advisors's portfolio in Q2 2025, its #114 holding.
330 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.