VAG
THRO

VisionPoint Advisory Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

VisionPoint Advisory 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
Q3 		$2.83M Buy
64,281
+22,161
+53% +$963K 0.44% 56
2026
Q2 		$1.82M Buy
42,120
+35,516
+538% +$1.47M 0.3% 78
2026
Q1 		$239K Buy
+6,604
New +$252K 0.05% 386

Other funds holding THRO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VisionPoint Advisory Group's THRO Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 53% in Q3 2026, buying an estimated $963K and bringing the position to 64,281 shares worth $2.83M. The position accounts for 0.44% of the portfolio, ranked #56.

VisionPoint Advisory Group first reported a position in THRO in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • VisionPoint Advisory Group held 64,281 shares of iShares U.S. Thematic Rotation Active ETF worth $2.83M as of Q3 2026.
  • VisionPoint Advisory Group bought 22,161 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $963K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.44% of VisionPoint Advisory Group's portfolio in Q3 2026, its #56 holding.
  • VisionPoint Advisory Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.