Advus Financial Partners, LLC’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Advus Financial Partners, LLC’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	$2.96M	Buy	68,634 +3,584	+6%	+$148K	0.67%	32
2026 Q1	$2.36M	Buy	65,050 +6,032	+10%	+$230K	0.59%	36
2025 Q4	$2.28M	Buy	59,018 +2,579	+5%	+$98.7K	0.55%	37
2025 Q3	$2.14M	Buy	56,439 +32,090	+132%	+$1.17M	0.51%	37
2025 Q2	$866K	Buy	+24,349	New	+$802K	0.22%	78

Other funds holding THRO

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advus Financial Partners, LLC's THRO Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 5.5% in Q2 2026, buying an estimated $148K and bringing the position to 68,634 shares worth $2.96M. The position accounts for 0.67% of the portfolio, ranked #32.

Advus Financial Partners, LLC first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Advus Financial Partners, LLC held 68,634 shares of iShares U.S. Thematic Rotation Active ETF worth $2.96M as of Q2 2026.
Advus Financial Partners, LLC bought 3,584 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $148K.
iShares U.S. Thematic Rotation Active ETF made up 0.67% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #32 holding.
Advus Financial Partners, LLC first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.