GoalVest Advisory
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GoalVest Advisory’s Tema Space Innovators ETF NASA Stock Holding History

GoalVest Advisory’s Portfolio NASA Stock Details NASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$873K Buy
62,818
+40,472
+181% +$984K 0.15% 72
2026
Q2 		$679K Buy
+22,346
New +$714K 0.13% 80

Other funds holding NASA

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

GoalVest Advisory's NASA Position: Q3 2026 in Review

GoalVest Advisory increased its Tema Space Innovators ETF (NASA) stake by 181% in Q3 2026, buying an estimated $984K and bringing the position to 62,818 shares worth $873K. The position accounts for 0.15% of the portfolio, ranked #72.

GoalVest Advisory first reported a position in NASA in Q2 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold NASA as of Q3 2026.

  • GoalVest Advisory held 62,818 shares of Tema Space Innovators ETF worth $873K as of Q3 2026.
  • GoalVest Advisory bought 40,472 Tema Space Innovators ETF shares in Q3 2026, an estimated $984K.
  • Tema Space Innovators ETF made up 0.15% of GoalVest Advisory's portfolio in Q3 2026, its #72 holding.
  • GoalVest Advisory first reported a position in Tema Space Innovators ETF in Q2 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Tema Space Innovators ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.