Wealth Enhancement Advisory Services’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Wealth Enhancement Advisory Services’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	$11M	Buy	246,284 +98,224	+66%	+$4.27M	0.02%	693
2026 Q2	$6.4M	Sell	148,060 -69,418	-32%	-$2.87M	0.01%	869
2026 Q1	$7.98M	Buy	217,478 +194,822	+860%	+$7.43M	0.02%	676
2025 Q4	$888K	Buy	22,656 +14,437	+176%	+$552K	﹤0.01%	2038
2025 Q3	$310K	Buy	+8,219	New	+$301K	﹤0.01%	2764

Other funds holding THRO

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's THRO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 66% in Q3 2026, buying an estimated $4.27M and bringing the position to 246,284 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #693.

Wealth Enhancement Advisory Services first reported a position in THRO in Q3 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Wealth Enhancement Advisory Services held 246,284 shares of iShares U.S. Thematic Rotation Active ETF worth $11M as of Q3 2026.
Wealth Enhancement Advisory Services bought 98,224 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $4.27M.
iShares U.S. Thematic Rotation Active ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #693 holding.
Wealth Enhancement Advisory Services first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 5 quarters since.
188 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.