Avid Wealth Partners
VOLT icon

Avid Wealth Partners’s Tema Electrification ETF VOLT Stock Holding History

Avid Wealth Partners’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 		$6.93M Buy
195,703
+4,741
+2% +$176K 3.17% 11
2026
Q2 		$8M Buy
+190,962
New +$7.49M 3.87% 10

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Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
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San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return
SI
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Avid Wealth Partners's VOLT Position: Q3 2026 in Review

Avid Wealth Partners increased its Tema Electrification ETF (VOLT) stake by 2.5% in Q3 2026, buying an estimated $176K and bringing the position to 195,703 shares worth $6.93M. The position accounts for 3.17% of the portfolio, ranked #11.

Avid Wealth Partners first reported a position in VOLT in Q2 2026 and has held it in 2 quarters since. The position peaked at $8M in Q2 2026. 61 funds tracked by Wall St. Rank hold VOLT as of Q3 2026.

  • Avid Wealth Partners held 195,703 shares of Tema Electrification ETF worth $6.93M as of Q3 2026.
  • Avid Wealth Partners bought 4,741 Tema Electrification ETF shares in Q3 2026, an estimated $176K.
  • Tema Electrification ETF made up 3.17% of Avid Wealth Partners's portfolio in Q3 2026, its #11 holding.
  • Avid Wealth Partners first reported a position in Tema Electrification ETF in Q2 2026 and has held it in 2 quarters since.
  • Avid Wealth Partners's Tema Electrification ETF position peaked at $8M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.