Sound Income Strategies’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Sound Income Strategies’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	$365K	Sell	8,205 -8,082	-50%	-$351K	0.02%	334
2026 Q2	$702K	Buy	16,287 +3,247	+25%	+$134K	0.03%	241
2026 Q1	$478K	Buy	13,040 +361	+3%	+$13.8K	0.02%	256
2025 Q4	$496K	Sell	12,679 -2,534	-17%	-$96.9K	0.02%	249
2025 Q3	$578K	Buy	15,213 +2,384	+19%	+$87.3K	0.03%	180
2025 Q2	$456K	Buy	+12,829	New	+$422K	0.03%	195

Other funds holding THRO

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Sound Income Strategies's THRO Position: Q3 2026 in Review

Sound Income Strategies reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 50% in Q3 2026, selling an estimated $351K and leaving 8,205 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #334.

Sound Income Strategies first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $702K in Q2 2026. 72 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Sound Income Strategies held 8,205 shares of iShares U.S. Thematic Rotation Active ETF worth $365K as of Q3 2026.
Sound Income Strategies sold 8,082 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $351K.
iShares U.S. Thematic Rotation Active ETF made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #334 holding.
Sound Income Strategies first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
Sound Income Strategies's iShares U.S. Thematic Rotation Active ETF position peaked at $702K in Q2 2026.
72 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.