SPAS
THRO

Spectrum Planning & Advisory Services’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Spectrum Planning & Advisory Services’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
Q2 		$2.64M Sell
61,315
-21,015
-26% -$869K 1.18% 27
2026
Q1 		$2.98M Buy
82,330
+3,770
+5% +$144K 1.48% 23
2025
Q4 		$3.03M Buy
78,560
+1,681
+2% +$64.3K 1.56% 18
2025
Q3 		$2.91M Buy
76,879
+10,197
+15% +$373K 1.64% 18
2025
Q2 		$2.37M Buy
+66,682
New +$2.2M 1.53% 22

Other funds holding THRO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

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

Spectrum Planning & Advisory Services reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 26% in Q2 2026, selling an estimated $869K and leaving 61,315 shares worth $2.64M. The position accounts for 1.18% of the portfolio, ranked #27.

Spectrum Planning & Advisory Services first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.03M in Q4 2025. 88 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Spectrum Planning & Advisory Services held 61,315 shares of iShares U.S. Thematic Rotation Active ETF worth $2.64M as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 21,015 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $869K.
  • iShares U.S. Thematic Rotation Active ETF made up 1.18% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #27 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Spectrum Planning & Advisory Services's iShares U.S. Thematic Rotation Active ETF position peaked at $3.03M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

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