SWP
THRO

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
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

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

Semus Wealth Partners's THRO Position: Q1 2026 in Review

Semus Wealth Partners increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 4.9% in Q1 2026, buying an estimated $28.9K and bringing the position to 16,281 shares worth $590K. The position accounts for 0.33% of the portfolio, ranked #54.

Semus Wealth Partners first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $599K in Q4 2025. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Semus Wealth Partners held 16,281 shares of iShares U.S. Thematic Rotation Active ETF worth $590K as of Q1 2026.
  • Semus Wealth Partners bought 759 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $28.9K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.33% of Semus Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Semus Wealth Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Semus Wealth Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $599K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.