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

AE 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
2024
Q1 		– Sell
-58,688
Closed -$1.84M – 1519
2023
Q4 		$1.84M Buy
+58,688
New +$1.66M 0.01% 934

Other funds holding HRTS

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GWP
Gen-Wealth Partners Zeeland, Michigan $317M AUM 17.24% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM

AE Wealth Management's HRTS Position: Q1 2024 in Review

AE Wealth Management sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q1 2024, closing a stake of 58,688 shares — an estimated $1.84M sold.

AE Wealth Management first reported a position in HRTS in Q4 2023 and held it in 1 quarter. The position peaked at $1.84M in Q4 2023. 14 funds tracked by Wall St. Rank hold HRTS as of Q1 2024.

  • AE Wealth Management reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 58,688 Tema ETF Trust Tema Heart & Health ETF shares in Q1 2024, an estimated $1.84M.
  • AE Wealth Management first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Tema ETF Trust Tema Heart & Health ETF position peaked at $1.84M in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.