LCTU — BLACKROCK ETF TRUST

Ownership history in SOFI WEALTH, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, LLC reported a position in BLACKROCK ETF TRUST (LCTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.36% (2025 Q4)
Avg. % of fund
0.21%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 97,609 +18,957 +24.1% 0.36% $7.2M $73.93
2025 Q3 ADDED 78,652 +22,386 +39.8% 0.31% $5.7M $72.18
2025 Q2 ADDED 56,266 +22,723 +67.7% 0.23% $3.8M $66.73
2025 Q1 ADDED 33,543 +29,104 +655.6% 0.15% $2.0M $59.97
2024 Q4 INITIATED 4,439 — — 0.02% $284K $63.21
% of Fund (quarterly)    LCTU price (monthly, adj. close)

Other funds also holding LCTU

As of 2025 Q4 — sorted by position size

One Wealth Advisors, LLC 3Y 7Y 1.29% Oregon Pacific Wealth Management, LLC 0.81% Horst & Graben Wealth Management LLC 3Y 0.78% Asempa Wealth Advisors 0.73% Sharkey, Howes & Javer 3Y 7Y 0.59% RCS Financial Planning, LLC 3Y 0.57% WEALTHGARDEN F.S. LLC 0.48% Talisman Wealth Advisors LLC 3Y 0.4% Keystone Financial Services 3Y 0.39% MA Private Wealth 3Y 7Y 0.36%
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