LCTU — BLACKROCK ETF TRUST

Ownership history in Hoxton Planning & Management, LLC  ·  12 quarters on record

AI Ownership Summary

Hoxton Planning & Management, LLC reported BLACKROCK ETF TRUST (LCTU) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows LCTU at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LCTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoxton Planning & Management, LLC's position in BLACKROCK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LCTU was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LCTU stock page Hoxton Planning & Management, LLC fund profile Hoxton Planning & Management, LLC full holdings
How Hoxton Planning & Management, LLC held LCTU — position size vs. price
% of Fund (quarterly)    LCTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,089 +1,038 +10.3% 0.23% $778K 2026-04-20 $76.23
2025 Q4 ADDED 10,051 +1,328 +15.2% 0.22% $745K 2026-02-11 $74.63
2025 Q3 ADDED 8,723 +3,212 +58.3% 0.20% $633K 2025-10-27 $74.42
2025 Q2 REDUCED 5,511 -4,408 -44.4% 0.13% $353K 2025-09-08 $70.21
2025 Q1 ADDED 9,919 +3,988 +67.2% 0.23% $601K 2025-05-08 $60.71
2024 Q3 REDUCED 5,931 -205 -3.3% 0.14% $372K 2024-10-08 $61.68
2024 Q2 REDUCED 6,136 -303 -4.7% 0.17% $365K 2024-07-19 $58.57
2024 Q1 REDUCED 6,439 -284 -4.2% 0.18% $370K 2024-04-12 $54.61
2023 Q4 ADDED 6,723 +1,372 +25.6% 0.19% $352K 2024-01-30 $52.58
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LCTU

As of 2026 Q1 — sorted by position size

Archer Investment Management, LLC 2.43% Asempa Wealth Advisors 0.7% Sharkey, Howes & Javer 3Y 7Y 0.54% Brendel Financial Advisors LLC 3Y 7Y 0.45% Skyline Advisors, Inc. 0.44% Spectrum Planning & Advisory Services Inc. 3Y 0.29% LIFELONG WEALTH ADVISORS, INC. 0.28% Braun-Bostich & Associates Inc. 3Y 7Y 0.24% PARK AVENUE SECURITIES LLC 3Y 7Y 0.24% Buttonwood Financial Group, LLC 3Y 0.23%

FAQ About Hoxton Planning & Management, LLC and LCTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoxton Planning & Management, LLC reported owning LCTU?

Hoxton Planning & Management, LLC reported LCTU across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LCTU position in Hoxton Planning & Management, LLC's portfolio?

The largest reported portfolio weight for LCTU was 0.23% in 2026 Q1.

What is the latest reported LCTU position on this page?

The most recent filing on this page is 2026 Q1, when Hoxton Planning & Management, LLC reported 11,089 shares, equal to 0.23% of portfolio, with an estimated market value of $778K.

What does the chart on this LCTU ownership page compare?

The chart compares Hoxton Planning & Management, LLC's quarterly LCTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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