SWP
LCTU icon

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

Strategic Wealth Partners’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 		$45 Hold
1
– – ﹤0.01% 1410
2026
Q1 		$39 Hold
1
– – ﹤0.01% 1426
2025
Q4 		$41 Sell
1
-80
-99% -$5.88K ﹤0.01% 1417
2025
Q3 		$5.85K Buy
+81
New +$5.65K ﹤0.01% 1014

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Strategic Wealth Partners's LCTU Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 1 share worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Strategic Wealth Partners first reported a position in LCTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.85K in Q3 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Strategic Wealth Partners held 1 share of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $45 as of Q2 2026.
  • Strategic Wealth Partners left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1410 holding.
  • Strategic Wealth Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.85K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.