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Creekmur Asset Management’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Creekmur Asset 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
2025
Q3 		$9.41K Hold
304
– – ﹤0.01% 527
2025
Q2 		$8.69K Hold
304
– – ﹤0.01% 537
2025
Q1 		$8.92K Hold
304
– – ﹤0.01% 497
2024
Q4 		$8.78K Hold
304
– – ﹤0.01% 443
2024
Q3 		$10.2K Hold
304
– – ﹤0.01% 441
2024
Q2 		$10.1K Hold
304
– – ﹤0.01% 502
2024
Q1 		$10.4K Buy
+304
New +$9.89K ﹤0.01% 485

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creekmur Asset Management's HRTS Position: Q3 2025 in Review

Creekmur Asset Management held its Tema ETF Trust Tema Heart & Health ETF (HRTS) position steady in Q3 2025 at 304 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Creekmur Asset Management first reported a position in HRTS in Q1 2024 and has held it in 7 quarters since. The position peaked at $10.4K in Q1 2024. 16 funds tracked by Wall St. Rank hold HRTS as of Q3 2025.

  • Creekmur Asset Management held 304 shares of Tema ETF Trust Tema Heart & Health ETF worth $9.41K as of Q3 2025.
  • Creekmur Asset Management left its Tema ETF Trust Tema Heart & Health ETF share count unchanged in Q3 2025.
  • Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #527 holding.
  • Creekmur Asset Management first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and has held it in 7 quarters since.
  • Creekmur Asset Management's Tema ETF Trust Tema Heart & Health ETF position peaked at $10.4K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.