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Brookstone Capital Management’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Brookstone Capital 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
2026
Q1 		– Sell
-10,325
Closed -$364K – 1237
2025
Q4 		$364K Buy
+10,325
New +$350K ﹤0.01% 934

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brookstone Capital Management's HRTS Position: Q1 2026 in Review

Brookstone Capital Management sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q1 2026, closing a stake of 10,325 shares — an estimated $364K sold.

Brookstone Capital Management first reported a position in HRTS in Q4 2025 and held it in 1 quarter. The position peaked at $364K in Q4 2025. 12 funds tracked by Wall St. Rank hold HRTS as of Q1 2026.

  • Brookstone Capital Management reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q1 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 10,325 Tema ETF Trust Tema Heart & Health ETF shares in Q1 2026, an estimated $364K.
  • Brookstone Capital Management first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2025 and held it in 1 quarter.
  • Brookstone Capital Management's Tema ETF Trust Tema Heart & Health ETF position peaked at $364K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2026.

Based on Brookstone Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.