Abound Wealth Management
HRTS icon

Abound Wealth Management’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Abound Wealth Management’s Portfolio HRTS Stock Details HRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$800 Hold
22
– – ﹤0.01% 983
2026
Q2 		$799 Hold
22
– – ﹤0.01% 857
2026
Q1 		$742 Hold
22
– – ﹤0.01% 1014
2025
Q4 		$777 Hold
22
– – ﹤0.01% 923
2025
Q3 		$673 Hold
22
– – ﹤0.01% 904
2025
Q2 		$621 Hold
22
– – ﹤0.01% 838
2025
Q1 		$638 Hold
22
– – ﹤0.01% 794
2024
Q4 		$628 Buy
22
+1
+5% +$32 ﹤0.01% 774
2024
Q3 		$720 Hold
21
– – ﹤0.01% 812
2024
Q2 		$714 Hold
21
– – ﹤0.01% 763
2024
Q1 		$732 Buy
+21
New +$683 ﹤0.01% 811

Other funds holding HRTS

Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harbor Asset Planning
Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

Abound Wealth Management's HRTS Position: Q3 2026 in Review

Abound Wealth Management held its Tema ETF Trust Tema Heart & Health ETF (HRTS) position steady in Q3 2026 at 22 shares worth $800. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Abound Wealth Management first reported a position in HRTS in Q1 2024 and has held it in 11 quarters since. 4 funds tracked by Wall St. Rank hold HRTS as of Q3 2026.

  • Abound Wealth Management held 22 shares of Tema ETF Trust Tema Heart & Health ETF worth $800 as of Q3 2026.
  • Abound Wealth Management left its Tema ETF Trust Tema Heart & Health ETF share count unchanged in Q3 2026.
  • Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #983 holding.
  • Abound Wealth Management first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and has held it in 11 quarters since.
  • 4 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.