Cape Investment Advisory’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Cape Investment Advisory’s Portfolio WELD Stock Details WELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6K	Buy	+201	New	+$11.5K	﹤0.01%	811
2026 Q1	–	Sell	-201	Closed	-$8.91K	–	984
2025 Q4	$8.91K	Buy	+201	New	+$8.81K	﹤0.01%	777
2025 Q3	–	Sell	-200	Closed	-$7.87K	–	1122
2025 Q2	$7.87K	Hold	200	–	–	﹤0.01%	674
2025 Q1	$6.8K	Hold	200	–	–	﹤0.01%	675
2024 Q4	$7.48K	Buy	+200	New	+$7.81K	﹤0.01%	647

Other funds holding WELD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Cape Investment Advisory's WELD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Tema U.S. Manufacturing & Reshoring ETF (WELD) in Q2 2026: 201 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in WELD as recently as Q4 2025.

Cape Investment Advisory first reported a position in WELD in Q4 2024 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

Cape Investment Advisory held 201 shares of Tema U.S. Manufacturing & Reshoring ETF worth $12.6K as of Q2 2026.
Tema U.S. Manufacturing & Reshoring ETF was a new Cape Investment Advisory position in Q2 2026.
Tema U.S. Manufacturing & Reshoring ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #811 holding.
Cape Investment Advisory first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q4 2024 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.