Carson Wealth (CWM LLC)
HRTS icon

Carson Wealth (CWM LLC)’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q4 		– Sell
-3,830
Closed -$129K – 5009
2024
Q3 		$129K Hold
3,830
– – ﹤0.01% 2028
2024
Q2 		$128K Buy
+3,830
New +$124K ﹤0.01% 1827

Other funds holding HRTS

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HRTS Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q4 2024, closing a stake of 3,830 shares — an estimated $129K sold.

Carson Wealth (CWM LLC) first reported a position in HRTS in Q2 2024 and held it in 2 quarters. The position peaked at $129K in Q3 2024. 22 funds tracked by Wall St. Rank hold HRTS as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,830 Tema ETF Trust Tema Heart & Health ETF shares in Q4 2024, an estimated $129K.
  • Carson Wealth (CWM LLC) first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q2 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Tema ETF Trust Tema Heart & Health ETF position peaked at $129K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.