Valtinson Bruner Financial Planning’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Valtinson Bruner Financial Planning’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 Q2	$315K	Hold	3,926	–	–	0.08%	133
2026 Q1	$275K	Sell	3,926 -287	-7%	-$21.1K	0.08%	136
2025 Q4	$312K	Sell	4,213 -1,686	-29%	-$124K	0.09%	116
2025 Q3	$428K	Buy	5,899 +678	+13%	+$47.3K	0.13%	91
2025 Q2	$351K	Buy	5,221 +337	+7%	+$20.9K	0.11%	99
2025 Q1	$296K	Sell	4,884 -574	-11%	-$36.8K	0.1%	102
2024 Q4	$350K	Buy	+5,458	New	+$351K	0.12%	101

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Valtinson Bruner Financial Planning's LCTU Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 3,926 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #133.

Valtinson Bruner Financial Planning first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Valtinson Bruner Financial Planning held 3,926 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $315K as of Q2 2026.
Valtinson Bruner Financial Planning left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #133 holding.
Valtinson Bruner Financial Planning first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
Valtinson Bruner Financial Planning's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $428K in Q3 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.