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

Bernard 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
2025
Q4 		– Sell
-35
Closed -$1.08K – 357
2025
Q3 		$1.08K Hold
35
– – ﹤0.01% 290
2025
Q2 		$1K Hold
35
– – ﹤0.01% 278
2025
Q1 		$1.03K Hold
35
– – ﹤0.01% 348
2024
Q4 		$1.01K Buy
+35
New +$1.13K ﹤0.01% 282

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SHF
Safe Harbor Fiduciary Pensacola, Florida $105M AUM

Bernard Wealth Management's HRTS Position: Q4 2025 in Review

Bernard Wealth Management sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q4 2025, closing a stake of 35 shares — an estimated $1.08K sold.

Bernard Wealth Management first reported a position in HRTS in Q4 2024 and held it in 4 quarters. The position peaked at $1.08K in Q3 2025. 14 funds tracked by Wall St. Rank hold HRTS as of Q4 2025.

  • Bernard Wealth Management reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q4 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 35 Tema ETF Trust Tema Heart & Health ETF shares in Q4 2025, an estimated $1.08K.
  • Bernard Wealth Management first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2024 and held it in 4 quarters.
  • Bernard Wealth Management's Tema ETF Trust Tema Heart & Health ETF position peaked at $1.08K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q4 2025.

Based on Bernard Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.