UFPG
THRO

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

United Financial Planning 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 		– Sell
-28
Closed -$1.01K – 544
2026
Q1 		$1.01K Hold
28
– – ﹤0.01% 440
2025
Q4 		$1.08K Sell
28
-689
-96% -$26.4K ﹤0.01% 361
2025
Q3 		$27.1K Buy
+717
New +$26.3K 0.02% 109

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 Financial Planning Group's THRO Position: Q2 2026 in Review

United Financial Planning Group sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026, closing a stake of 28 shares — an estimated $1.01K sold.

United Financial Planning Group first reported a position in THRO in Q3 2025 and held it in 3 quarters. The position peaked at $27.1K in Q3 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • United Financial Planning Group reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 28 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $1.01K.
  • United Financial Planning Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's iShares U.S. Thematic Rotation Active ETF position peaked at $27.1K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.