HRT Financial’s Heartbeam BEAT Stock Holding History

HRT Financial’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20,851	Closed	-$26K	–	2866
2025 Q2	$26K	Buy	+20,851	New	+$34.6K	﹤0.01%	2374

Other funds holding BEAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HRT Financial's BEAT Position: Q3 2025 in Review

HRT Financial sold out of Heartbeam (BEAT) in Q3 2025, closing a stake of 20,851 shares — an estimated $26K sold.

HRT Financial first reported a position in BEAT in Q2 2025 and held it in 1 quarter. The position peaked at $26K in Q2 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q3 2025.

HRT Financial reported no remaining Heartbeam position as of Q3 2025 after selling out during the quarter.
HRT Financial sold 20,851 Heartbeam shares in Q3 2025, an estimated $26K.
HRT Financial first reported a position in Heartbeam in Q2 2025 and held it in 1 quarter.
HRT Financial's Heartbeam position peaked at $26K in Q2 2025.
38 funds tracked by Wall St. Rank held Heartbeam as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.