Client First Investment Management
WELD icon

Client First Investment Management’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Client First Investment Management’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
Q3 		– Sell
-35,965
Closed -$2.26M – 30
2026
Q2 		$2.26M Buy
+35,965
New +$2.05M 0.95% 17

Other funds holding WELD

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Wealth Management Group
National Wealth Management Group Cincinnati, Ohio $347M AUM 28.17% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
APS Management Group
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
GEM Asset Management
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Willner & Heller
Willner & Heller Encino, California $158M AUM 34.54% 1-Year Est. Return

Client First Investment Management's WELD Position: Q3 2026 in Review

Client First Investment Management sold out of Tema U.S. Manufacturing & Reshoring ETF (WELD) in Q3 2026, closing a stake of 35,965 shares — an estimated $2.26M sold.

Client First Investment Management first reported a position in WELD in Q2 2026 and held it in 1 quarter. The position peaked at $2.26M in Q2 2026. 14 funds tracked by Wall St. Rank hold WELD as of Q3 2026.

  • Client First Investment Management reported no remaining Tema U.S. Manufacturing & Reshoring ETF position as of Q3 2026 after selling out during the quarter.
  • Client First Investment Management sold 35,965 Tema U.S. Manufacturing & Reshoring ETF shares in Q3 2026, an estimated $2.26M.
  • Client First Investment Management first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q2 2026 and held it in 1 quarter.
  • Client First Investment Management's Tema U.S. Manufacturing & Reshoring ETF position peaked at $2.26M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.