United Capital Financial Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

United Capital Financial Advisors’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 Q1	$45.6M	Buy	1,258,967 +8,005	+0.6%	+$305K	0.28%	70
2025 Q4	$48.2M	Buy	1,250,962 +30,048	+2%	+$1.15M	0.29%	71
2025 Q3	$46.2M	Buy	1,220,914 +23,936	+2%	+$876K	0.33%	64
2025 Q2	$42.6M	Buy	+1,196,978	New	+$39.4M	0.34%	65

Other funds holding THRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

United Capital Financial Advisors's THRO Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 0.64% in Q1 2026, buying an estimated $305K and bringing the position to 1,258,967 shares worth $45.6M. The position accounts for 0.28% of the portfolio, ranked #70.

United Capital Financial Advisors first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $48.2M in Q4 2025. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

United Capital Financial Advisors held 1,258,967 shares of iShares U.S. Thematic Rotation Active ETF worth $45.6M as of Q1 2026.
United Capital Financial Advisors bought 8,005 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $305K.
iShares U.S. Thematic Rotation Active ETF made up 0.28% of United Capital Financial Advisors's portfolio in Q1 2026, its #70 holding.
United Capital Financial Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
United Capital Financial Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $48.2M in Q4 2025.
470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.