UAG
THRO

United Advisor Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

United Advisor Group’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 		$1.73M Buy
40,033
+1,895
+5% +$78.4K 0.18% 142
2026
Q1 		$1.38M Buy
38,138
+6,436
+20% +$245K 0.17% 148
2025
Q4 		$1.22M Buy
31,702
+15,914
+101% +$609K 0.15% 158
2025
Q3 		$598K Buy
15,788
+9,830
+165% +$360K 0.08% 238
2025
Q2 		$212K Buy
+5,958
New +$196K 0.04% 368

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Advisor Group's THRO Position: Q2 2026 in Review

United Advisor Group increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 5% in Q2 2026, buying an estimated $78.4K and bringing the position to 40,033 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #142.

United Advisor Group 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.

  • United Advisor Group held 40,033 shares of iShares U.S. Thematic Rotation Active ETF worth $1.73M as of Q2 2026.
  • United Advisor Group bought 1,895 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $78.4K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.18% of United Advisor Group's portfolio in Q2 2026, its #142 holding.
  • United Advisor Group 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.