Action Point Financial Planning’s Tema Electrification ETF VOLT Stock Holding History

Action Point Financial Planning’s Portfolio VOLT Stock Details VOLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.6K	Buy	+826	New	+$32.4K	﹤0.01%	940

Other funds holding VOLT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWP

Avid Wealth Partners San Antonio, Texas $207M AUM 29.44% 1-Year Est. Return

Action Point Financial Planning's VOLT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Tema Electrification ETF (VOLT) in Q2 2026: 826 shares worth $34.6K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

131 funds tracked by Wall St. Rank hold VOLT as of Q2 2026.

Action Point Financial Planning held 826 shares of Tema Electrification ETF worth $34.6K as of Q2 2026.
Tema Electrification ETF was a new Action Point Financial Planning position in Q2 2026.
Tema Electrification ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #940 holding.
131 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.