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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$354K Buy
4,421
+276
+7% +$21.4K 0.08% 142
2026
Q1
$291K Buy
4,145
+14
+0.3% +$1.03K 0.07% 144
2025
Q4
$311K Buy
4,131
+582
+16% +$42.8K 0.09% 140
2025
Q3
$258K Sell
3,549
-665
-16% -$46.4K 0.09% 143
2025
Q2
$295K Buy
+4,214
New +$261K 0.1% 127

Other funds holding LCTU

Twin Peaks Wealth Advisors's LCTU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.7% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,421 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #142.

Twin Peaks Wealth Advisors first reported a position in LCTU in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Twin Peaks Wealth Advisors held 4,421 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $354K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 276 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $21.4K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.