BRWM
VOLT

Blue Rock Wealth Management’s Tema Electrification ETF VOLT Stock Holding History

Blue Rock 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
Q2 		$295K Hold
7,050
– – 0.16% 88
2026
Q1 		$241K Sell
7,050
-75
-1% -$2.5K 0.15% 89
2025
Q4 		$206K Buy
+7,125
New +$212K 0.13% 99

Other funds holding VOLT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWP
Avid Wealth Partners San Antonio, Texas $207M AUM 29.44% 1-Year Est. Return

Blue Rock Wealth Management's VOLT Position: Q2 2026 in Review

Blue Rock Wealth Management held its Tema Electrification ETF (VOLT) position steady in Q2 2026 at 7,050 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #88.

Blue Rock Wealth Management first reported a position in VOLT in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold VOLT as of Q2 2026.

  • Blue Rock Wealth Management held 7,050 shares of Tema Electrification ETF worth $295K as of Q2 2026.
  • Blue Rock Wealth Management left its Tema Electrification ETF share count unchanged in Q2 2026.
  • Tema Electrification ETF made up 0.16% of Blue Rock Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Blue Rock Wealth Management first reported a position in Tema Electrification ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.