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Advyzon Investment Management’s Main Thematic Innovation ETF TMAT Stock Holding History

Advyzon Investment Management’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,027
Closed -$301K – 718
2025
Q4 		$301K Buy
+12,027
New +$319K 0.03% 447

Other funds holding TMAT

MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Advyzon Investment Management's TMAT Position: Q1 2026 in Review

Advyzon Investment Management sold out of Main Thematic Innovation ETF (TMAT) in Q1 2026, closing a stake of 12,027 shares — an estimated $301K sold.

Advyzon Investment Management first reported a position in TMAT in Q4 2025 and held it in 1 quarter. The position peaked at $301K in Q4 2025. 41 funds tracked by Wall St. Rank hold TMAT as of Q1 2026.

  • Advyzon Investment Management reported no remaining Main Thematic Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 12,027 Main Thematic Innovation ETF shares in Q1 2026, an estimated $301K.
  • Advyzon Investment Management first reported a position in Main Thematic Innovation ETF in Q4 2025 and held it in 1 quarter.
  • Advyzon Investment Management's Main Thematic Innovation ETF position peaked at $301K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.