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Signal Advisors Wealth’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Signal Advisors Wealth’s Portfolio LCTU Stock Details LCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,841
Closed -$279K – 517
2025
Q3 		$279K Buy
+3,841
New +$268K 0.03% 371

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Signal Advisors Wealth's LCTU Position: Q4 2025 in Review

Signal Advisors Wealth sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2025, closing a stake of 3,841 shares — an estimated $279K sold.

Signal Advisors Wealth first reported a position in LCTU in Q3 2025 and held it in 1 quarter. The position peaked at $279K in Q3 2025. 204 funds tracked by Wall St. Rank hold LCTU as of Q4 2025.

  • Signal Advisors Wealth reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 3,841 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $279K.
  • Signal Advisors Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and held it in 1 quarter.
  • Signal Advisors Wealth's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $279K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on Signal Advisors Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.