HAP
HRTS icon

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
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 $552M AUM 26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harbor Asset Planning's HRTS Position: Q1 2026 in Review

Harbor Asset Planning held its Tema ETF Trust Tema Heart & Health ETF (HRTS) position steady in Q1 2026 at 15 shares worth $505. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Harbor Asset Planning first reported a position in HRTS in Q2 2025 and has held it in 4 quarters since. The position peaked at $529 in Q4 2025. 12 funds tracked by Wall St. Rank hold HRTS as of Q1 2026.

  • Harbor Asset Planning held 15 shares of Tema ETF Trust Tema Heart & Health ETF worth $505 as of Q1 2026.
  • Harbor Asset Planning left its Tema ETF Trust Tema Heart & Health ETF share count unchanged in Q1 2026.
  • Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Harbor Asset Planning's portfolio in Q1 2026, its #412 holding.
  • Harbor Asset Planning first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Tema ETF Trust Tema Heart & Health ETF position peaked at $529 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.