Wealth Enhancement Advisory Services
THRO

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
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's THRO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 32% in Q2 2026, selling an estimated $2.87M and leaving 148,060 shares worth $6.4M. The position accounts for 0.01% of the portfolio, ranked #869.

Wealth Enhancement Advisory Services first reported a position in THRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.98M in Q1 2026. 161 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 148,060 shares of iShares U.S. Thematic Rotation Active ETF worth $6.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 69,418 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.87M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #869 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 4 quarters since.
  • Wealth Enhancement Advisory Services's iShares U.S. Thematic Rotation Active ETF position peaked at $7.98M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.