HAP
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Harbor Asset Planning’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Harbor Asset Planning’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
Q2 		$544 Hold
15
– – ﹤0.01% 407
2026
Q1 		$505 Hold
15
– – ﹤0.01% 412
2025
Q4 		$529 Hold
15
– – ﹤0.01% 428
2025
Q3 		$464 Hold
15
– – ﹤0.01% 398
2025
Q2 		$429 Buy
+15
New +$419 ﹤0.01% 397

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbor Asset Planning's HRTS Position: Q2 2026 in Review

Harbor Asset Planning held its Tema ETF Trust Tema Heart & Health ETF (HRTS) position steady in Q2 2026 at 15 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Harbor Asset Planning first reported a position in HRTS in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold HRTS as of Q2 2026.

  • Harbor Asset Planning held 15 shares of Tema ETF Trust Tema Heart & Health ETF worth $544 as of Q2 2026.
  • Harbor Asset Planning left its Tema ETF Trust Tema Heart & Health ETF share count unchanged in Q2 2026.
  • Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #407 holding.
  • Harbor Asset Planning first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.