Frazier Financial Advisors
HRTS icon

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
Q3 		$63.6K Hold
1,750
– – 0.03% 178
2026
Q2 		$63.5K Hold
1,750
– – 0.03% 164
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

Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Abound Wealth Management
Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Frazier Financial Advisors's HRTS Position: Q3 2026 in Review

Frazier Financial Advisors held its Tema ETF Trust Tema Heart & Health ETF (HRTS) position steady in Q3 2026 at 1,750 shares worth $63.6K. The position accounts for 0.03% of the portfolio, ranked #178.

Frazier Financial Advisors first reported a position in HRTS in Q1 2024 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold HRTS as of Q3 2026.

  • Frazier Financial Advisors held 1,750 shares of Tema ETF Trust Tema Heart & Health ETF worth $63.6K as of Q3 2026.
  • Frazier Financial Advisors left its Tema ETF Trust Tema Heart & Health ETF share count unchanged in Q3 2026.
  • Tema ETF Trust Tema Heart & Health ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q3 2026, its #178 holding.
  • Frazier Financial Advisors first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and has held it in 11 quarters since.
  • 12 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.