Wedbush Securities’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Wedbush Securities’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	$280K	Sell	3,491 -1,231	-26%	-$95.5K	0.01%	1003
2026 Q1	$331K	Sell	4,722 -486	-9%	-$35.7K	0.01%	854
2025 Q4	$386K	Sell	5,208 -268	-5%	-$19.7K	0.01%	767
2025 Q3	$397K	Hold	5,476	–	–	0.01%	746
2025 Q2	$368K	Sell	5,476 -170	-3%	-$10.5K	0.01%	744
2025 Q1	$342K	Sell	5,646 -34	-0.6%	-$2.18K	0.01%	754
2024 Q4	$364K	Sell	5,680 -432	-7%	-$27.8K	0.01%	733
2024 Q3	$383K	Sell	6,112 -708	-10%	-$42.8K	0.01%	705
2024 Q2	$405K	Sell	6,820 -271	-4%	-$15.5K	0.01%	712
2024 Q1	$407K	Buy	7,091 +1,271	+22%	+$69.6K	0.02%	727
2023 Q4	$305K	Sell	5,820 -291	-5%	-$14.2K	0.01%	754
2023 Q3	$288K	Buy	6,111 +1,674	+38%	+$82.2K	0.01%	749
2023 Q2	$217K	Hold	4,437	–	–	0.01%	896
2023 Q1	$201K	Buy	+4,437	New	+$196K	0.01%	942

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

Wedbush Securities's LCTU Position: Q2 2026 in Review

Wedbush Securities reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 26% in Q2 2026, selling an estimated $95.5K and leaving 3,491 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1003.

Wedbush Securities first reported a position in LCTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $407K in Q1 2024. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Wedbush Securities held 3,491 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $280K as of Q2 2026.
Wedbush Securities sold 1,231 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $95.5K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1003 holding.
Wedbush Securities first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 quarters since.
Wedbush Securities's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $407K in Q1 2024.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.