Tucker Asset Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Tucker Asset Management’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	$3.85K	Hold	48	–	–	﹤0.01%	379
2026 Q1	$3.37K	Hold	48	–	–	﹤0.01%	327
2025 Q4	$3.56K	Buy	+48	New	+$3.53K	﹤0.01%	755
2025 Q1	–	Sell	-48	Closed	-$3.07K	–	642
2024 Q4	$3.07K	Hold	48	–	–	﹤0.01%	1115
2024 Q3	$3.01K	Hold	48	–	–	﹤0.01%	1064
2024 Q2	$2.85K	Buy	+48	New	+$2.74K	﹤0.01%	1225

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Tucker Asset Management's LCTU Position: Q2 2026 in Review

Tucker Asset Management held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 48 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Tucker Asset Management first reported a position in LCTU in Q2 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Tucker Asset Management held 48 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $3.85K as of Q2 2026.
Tucker Asset Management 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 Tucker Asset Management's portfolio in Q2 2026, its #379 holding.
Tucker Asset Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.