Frazier Financial Advisors’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Frazier Financial Advisors’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	$58.9K	Hold	1,750	–	–	0.03%	168
2025 Q4	$61.8K	Hold	1,750	–	–	0.04%	148
2025 Q3	$54.2K	Hold	1,750	–	–	0.03%	150
2025 Q2	$50K	Hold	1,750	–	–	0.04%	150
2025 Q1	$51.3K	Hold	1,750	–	–	0.04%	134
2024 Q4	$50.7K	Hold	1,750	–	–	0.04%	133
2024 Q3	$58.8K	Hold	1,750	–	–	0.05%	128
2024 Q2	$58.3K	Hold	1,750	–	–	0.05%	129
2024 Q1	$59.8K	Buy	+1,750	New	+$57K	0.05%	135

Other funds holding HRTS

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Frazier Financial Advisors's HRTS Position: Q1 2026 in Review

Frazier Financial Advisors held its Tema ETF Trust Tema Heart & Health ETF (HRTS) position steady in Q1 2026 at 1,750 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #168.

Frazier Financial Advisors first reported a position in HRTS in Q1 2024 and has held it in 9 quarters since. The position peaked at $61.8K in Q4 2025. 12 funds tracked by Wall St. Rank hold HRTS as of Q1 2026.

Frazier Financial Advisors held 1,750 shares of Tema ETF Trust Tema Heart & Health ETF worth $58.9K as of Q1 2026.
Frazier Financial Advisors left its Tema ETF Trust Tema Heart & Health ETF share count unchanged in Q1 2026.
Tema ETF Trust Tema Heart & Health ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #168 holding.
Frazier Financial Advisors first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and has held it in 9 quarters since.
Frazier Financial Advisors's Tema ETF Trust Tema Heart & Health ETF position peaked at $61.8K in Q4 2025.
12 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.