Semus Wealth Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Semus Wealth Partners’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 Q3	$543K	Buy	12,354 +1,189	+11%	+$51.7K	0.25%	70
2026 Q2	$481K	Sell	11,165 -5,116	-31%	-$212K	0.23%	73
2026 Q1	$590K	Buy	16,281 +759	+5%	+$28.9K	0.33%	54
2025 Q4	$599K	Buy	15,522 +959	+7%	+$36.7K	0.32%	54
2025 Q3	$551K	Buy	14,563 +1,991	+16%	+$72.9K	0.31%	55
2025 Q2	$447K	Buy	+12,572	New	+$414K	0.29%	64

Other funds holding THRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Semus Wealth Partners's THRO Position: Q3 2026 in Review

Semus Wealth Partners increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 11% in Q3 2026, buying an estimated $51.7K and bringing the position to 12,354 shares worth $543K. The position accounts for 0.25% of the portfolio, ranked #70.

Semus Wealth Partners first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $599K in Q4 2025. 319 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Semus Wealth Partners held 12,354 shares of iShares U.S. Thematic Rotation Active ETF worth $543K as of Q3 2026.
Semus Wealth Partners bought 1,189 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $51.7K.
iShares U.S. Thematic Rotation Active ETF made up 0.25% of Semus Wealth Partners's portfolio in Q3 2026, its #70 holding.
Semus Wealth Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
Semus Wealth Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $599K in Q4 2025.
319 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.