Sovereign Financial Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Sovereign Financial Group’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
2026 Q2	$442K	Buy	5,509 +1,078	+24%	+$83.7K	0.07%	242
2026 Q1	$311K	Sell	4,431 -258	-6%	-$19K	0.05%	275
2025 Q4	$347K	Hold	4,689	–	–	0.06%	247
2025 Q3	$340K	Buy	4,689 +322	+7%	+$22.5K	0.06%	238
2025 Q2	$294K	Sell	4,367 -1,928	-31%	-$120K	0.06%	250
2025 Q1	$382K	Buy	6,295 +394	+7%	+$25.3K	0.09%	199
2024 Q4	$378K	Buy	+5,901	New	+$380K	0.09%	209

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sovereign Financial Group's LCTU Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 24% in Q2 2026, buying an estimated $83.7K and bringing the position to 5,509 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #242.

Sovereign Financial Group first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Sovereign Financial Group held 5,509 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $442K as of Q2 2026.
Sovereign Financial Group bought 1,078 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $83.7K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #242 holding.
Sovereign Financial Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.