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BOLTON SECURITIES CORPORATION’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025
Q1 		$919 Buy
+29
New +$976 ﹤0.01% 1781

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LPL Financial
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
McMorgan & Co
McMorgan & Co San Francisco, California $664M AUM 11.57% 1-Year Est. Return
Advocacy Wealth Management Services
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Scarborough Advisors
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's THRO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q1 2025: 29 shares worth $919. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings.

127 funds tracked by Wall St. Rank hold THRO as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 29 shares of iShares U.S. Thematic Rotation Active ETF worth $919 as of Q1 2025.
  • iShares U.S. Thematic Rotation Active ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1781 holding.
  • 127 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.