SS
THRO

Sunbelt Securities’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Sunbelt Securities’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
Q1 		$24.3K Buy
670
+449
+203% +$17.1K ﹤0.01% 1235
2025
Q4 		$8.52K Buy
+221
New +$8.45K ﹤0.01% 1482

Other funds holding THRO

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sunbelt Securities's THRO Position: Q1 2026 in Review

Sunbelt Securities increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 203% in Q1 2026, buying an estimated $17.1K and bringing the position to 670 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Sunbelt Securities first reported a position in THRO in Q4 2025 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Sunbelt Securities held 670 shares of iShares U.S. Thematic Rotation Active ETF worth $24.3K as of Q1 2026.
  • Sunbelt Securities bought 449 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $17.1K.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1235 holding.
  • Sunbelt Securities first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.