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

Stratos Wealth Advisors’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
2025 Q1	–	Sell	-13,024	Closed	-$834K	–	715
2024 Q4	$834K	Sell	13,024 -1,820	-12%	-$117K	0.04%	362
2024 Q3	$931K	Sell	14,844 -7,424	-33%	-$448K	0.04%	367
2024 Q2	$1.32M	Buy	22,268 +2,234	+11%	+$128K	0.07%	287
2024 Q1	$1.15M	Sell	20,034 -601	-3%	-$32.9K	0.07%	303
2023 Q4	$1.08M	Buy	20,635 +6,340	+44%	+$310K	0.06%	313
2023 Q3	$673K	Buy	14,295 +4,105	+40%	+$202K	0.04%	378
2023 Q2	$498K	Buy	10,190 +45	+0.4%	+$2.08K	0.04%	430
2023 Q1	$459K	Buy	10,145 +3,342	+49%	+$148K	0.04%	434
2022 Q4	$289K	Buy	+6,803	New	+$291K	0.02%	479

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stratos Wealth Advisors's LCTU Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2025, closing a stake of 13,024 shares — an estimated $834K sold.

Stratos Wealth Advisors first reported a position in LCTU in Q4 2022 and held it in 9 quarters. The position peaked at $1.32M in Q2 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q1 2025.

Stratos Wealth Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 13,024 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $834K.
Stratos Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and held it in 9 quarters.
Stratos Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.32M in Q2 2024.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.