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

Game Plan 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
2025
Q2 		– Sell
-15
Closed -$440 – 368
2025
Q1 		$440 Hold
15
– – ﹤0.01% 319
2024
Q4 		$431 Buy
+15
New +$483 ﹤0.01% 334

Other funds holding HRTS

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Game Plan Financial Advisors's HRTS Position: Q2 2025 in Review

Game Plan Financial Advisors sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2025, closing a stake of 15 shares — an estimated $440 sold.

Game Plan Financial Advisors first reported a position in HRTS in Q4 2024 and held it in 2 quarters. The position peaked at $440 in Q1 2025. 20 funds tracked by Wall St. Rank hold HRTS as of Q2 2025.

  • Game Plan Financial Advisors reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q2 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 15 Tema ETF Trust Tema Heart & Health ETF shares in Q2 2025, an estimated $440.
  • Game Plan Financial Advisors first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2024 and held it in 2 quarters.
  • Game Plan Financial Advisors's Tema ETF Trust Tema Heart & Health ETF position peaked at $440 in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2025.

Based on Game Plan Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.