Triad Wealth Partners
CORO icon

Triad Wealth Partners’s iShares International Country Rotation Active ETF CORO Stock Holding History

Triad Wealth Partners’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$77.5M Buy
2,133,045
+230,355
+12% +$8.4M 4.29% 5
2026
Q2 		$68.3M Buy
1,902,690
+482,324
+34% +$17M 4.02% 5
2026
Q1 		$45.7M Buy
+1,420,366
New +$46.8M 3.62% 5

Other funds holding CORO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Triad Wealth Partners's CORO Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares International Country Rotation Active ETF (CORO) stake by 12% in Q3 2026, buying an estimated $8.4M and bringing the position to 2,133,045 shares worth $77.5M. The position accounts for 4.29% of the portfolio, ranked #5.

Triad Wealth Partners first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • Triad Wealth Partners held 2,133,045 shares of iShares International Country Rotation Active ETF worth $77.5M as of Q3 2026.
  • Triad Wealth Partners bought 230,355 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $8.4M.
  • iShares International Country Rotation Active ETF made up 4.29% of Triad Wealth Partners's portfolio in Q3 2026, its #5 holding.
  • Triad Wealth Partners first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.