LCTD — 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 (LCTD). 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
0.06% (2025 Q4)
Avg. % of fund
0.04%
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 22,044 +3,733 +20.4% 0.06% $1.2M $54.66
2025 Q3 ADDED 18,311 +5,164 +39.3% 0.05% $976K $52.33
2025 Q2 ADDED 13,147 +4,928 +60.0% 0.04% $669K $49.94
2025 Q1 ADDED 8,219 +6,914 +529.8% 0.03% $380K $44.48
2024 Q4 INITIATED 1,305 — — 0.00% $57K $41.91
% of Fund (quarterly)    LCTD price (monthly, adj. close)

Other funds also holding LCTD

As of 2025 Q4 — sorted by position size

FLOW TRADERS U.S. LLC 3Y 7Y 0.18% One Wealth Advisors, LLC 3Y 7Y 0.13% Horst & Graben Wealth Management LLC 3Y 0.11% Sharkey, Howes & Javer 3Y 7Y 0.08% Keystone Financial Services 3Y 0.06% MA Private Wealth 3Y 7Y 0.06% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.05% PARK AVENUE SECURITIES LLC 3Y 7Y 0.04% Envestnet Portfolio Solutions, Inc. 0.03% GeoWealth Management, LLC 3Y 0.03%
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