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

U.S. Capital Wealth Advisors’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 Q1	$516K	Sell	7,350 -652	-8%	-$47.9K	0.01%	668
2025 Q4	$593K	Hold	8,002	–	–	0.02%	618
2025 Q3	$581K	Sell	8,002 -157	-2%	-$11K	0.02%	597
2025 Q2	$549K	Buy	8,159 +90	+1%	+$5.58K	0.02%	570
2025 Q1	$489K	Sell	8,069 -138	-2%	-$8.85K	0.02%	592
2024 Q4	$526K	Sell	8,207 -218	-3%	-$14K	0.02%	548
2024 Q3	$529K	Sell	8,425 -114	-1%	-$6.88K	0.02%	462
2024 Q2	$507K	Buy	8,539 +1,898	+29%	+$108K	0.02%	457
2024 Q1	$381K	Sell	6,641 -219	-3%	-$12K	0.01%	515
2023 Q4	$359K	Buy	6,860 +1,614	+31%	+$78.9K	0.01%	520
2023 Q3	$247K	Buy	+5,246	New	+$258K	0.01%	554

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

U.S. Capital Wealth Advisors's LCTU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 8.1% in Q1 2026, selling an estimated $47.9K and leaving 7,350 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #668.

U.S. Capital Wealth Advisors first reported a position in LCTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $593K in Q4 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

U.S. Capital Wealth Advisors held 7,350 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $516K as of Q1 2026.
U.S. Capital Wealth Advisors sold 652 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $47.9K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #668 holding.
U.S. Capital Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $593K in Q4 2025.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.