HWA
WELD

HHM Wealth Advisors’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

HHM Wealth Advisors’s Portfolio WELD Stock Details WELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.8K Hold
490
– – ﹤0.01% 455
2026
Q1 		$24.4K Hold
490
– – ﹤0.01% 475
2025
Q4 		$21.7K Hold
490
– – ﹤0.01% 486
2025
Q3 		$21.1K Hold
490
– – ﹤0.01% 508
2025
Q2 		$19.2K Hold
490
– – ﹤0.01% 517
2025
Q1 		$16.6K Hold
490
– – ﹤0.01% 522
2024
Q4 		$18.3K Buy
+490
New +$19.1K ﹤0.01% 511

Other funds holding WELD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

HHM Wealth Advisors's WELD Position: Q2 2026 in Review

HHM Wealth Advisors held its Tema U.S. Manufacturing & Reshoring ETF (WELD) position steady in Q2 2026 at 490 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

HHM Wealth Advisors first reported a position in WELD in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

  • HHM Wealth Advisors held 490 shares of Tema U.S. Manufacturing & Reshoring ETF worth $30.8K as of Q2 2026.
  • HHM Wealth Advisors left its Tema U.S. Manufacturing & Reshoring ETF share count unchanged in Q2 2026.
  • Tema U.S. Manufacturing & Reshoring ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #455 holding.
  • HHM Wealth Advisors first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q4 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.