Spectrum Planning & Advisory Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Spectrum Planning & Advisory Services’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	$535K	Sell	6,678 -1,735	-21%	-$135K	0.24%	56
2026 Q1	$590K	Sell	8,413 -489	-5%	-$35.9K	0.29%	52
2025 Q4	$660K	Sell	8,902 -34	-0.4%	-$2.5K	0.34%	49
2025 Q3	$649K	Buy	8,936 +6	+0.1%	+$419	0.37%	49
2025 Q2	$601K	Sell	8,930 -541	-6%	-$33.6K	0.39%	47
2025 Q1	$574K	Buy	9,471 +1,266	+15%	+$81.2K	0.48%	37
2024 Q4	$526K	Sell	8,205 -1,455	-15%	-$93.7K	0.46%	34
2024 Q3	$606K	Buy	9,660 +170	+2%	+$10.3K	0.58%	29
2024 Q2	$566K	Buy	+9,490	New	+$542K	0.55%	31
2023 Q4	$437K	Buy	8,347 +3,432	+70%	+$168K	0.62%	29
2023 Q3	$231K	Sell	4,915 -1,516	-24%	-$74.4K	0.36%	35
2023 Q2	$314K	Hold	6,431	–	–	0.47%	27
2023 Q1	$291K	Buy	+6,431	New	+$285K	0.47%	28

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

Spectrum Planning & Advisory Services's LCTU Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 21% in Q2 2026, selling an estimated $135K and leaving 6,678 shares worth $535K. The position accounts for 0.24% of the portfolio, ranked #56.

Spectrum Planning & Advisory Services first reported a position in LCTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $660K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Spectrum Planning & Advisory Services held 6,678 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $535K as of Q2 2026.
Spectrum Planning & Advisory Services sold 1,735 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $135K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.24% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #56 holding.
Spectrum Planning & Advisory Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 13 quarters since.
Spectrum Planning & Advisory Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $660K in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.