Tempus Wealth Planning’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Tempus Wealth Planning’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	$1.28M	Sell	29,687 -3,004	-9%	-$124K	0.25%	106
2026 Q1	$1.18M	Buy	32,691 +8,754	+37%	+$334K	0.27%	107
2025 Q4	$923K	Buy	23,937 +1,309	+6%	+$50.1K	0.21%	123
2025 Q3	$857K	Buy	22,628 +4,968	+28%	+$182K	0.2%	132
2025 Q2	$628K	Buy	+17,660	New	+$582K	0.16%	145

Other funds holding THRO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tempus Wealth Planning's THRO Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 9.2% in Q2 2026, selling an estimated $124K and leaving 29,687 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #106.

Tempus Wealth Planning first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Tempus Wealth Planning held 29,687 shares of iShares U.S. Thematic Rotation Active ETF worth $1.28M as of Q2 2026.
Tempus Wealth Planning sold 3,004 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $124K.
iShares U.S. Thematic Rotation Active ETF made up 0.25% of Tempus Wealth Planning's portfolio in Q2 2026, its #106 holding.
Tempus Wealth Planning first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.