Avaii Wealth Management
VOLT icon

Avaii Wealth Management’s Tema Electrification ETF VOLT Stock Holding History

Avaii Wealth Management’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
Q3 		$8.08M Buy
219,907
+177,752
+422% +$6.59M 2.32% 17
2026
Q2 		$1.77M Buy
42,155
+9,762
+30% +$383K 0.52% 31
2026
Q1 		$1.11M Buy
+32,393
New +$1.08M 0.39% 34

Other funds holding VOLT

Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Unique Wealth Strategies
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Avaii Wealth Management's VOLT Position: Q3 2026 in Review

Avaii Wealth Management increased its Tema Electrification ETF (VOLT) stake by 422% in Q3 2026, buying an estimated $6.59M and bringing the position to 219,907 shares worth $8.08M. The position accounts for 2.32% of the portfolio, ranked #17.

Avaii Wealth Management first reported a position in VOLT in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold VOLT as of Q3 2026.

  • Avaii Wealth Management held 219,907 shares of Tema Electrification ETF worth $8.08M as of Q3 2026.
  • Avaii Wealth Management bought 177,752 Tema Electrification ETF shares in Q3 2026, an estimated $6.59M.
  • Tema Electrification ETF made up 2.32% of Avaii Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Avaii Wealth Management first reported a position in Tema Electrification ETF in Q1 2026 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.