ICA Group Wealth Management’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

ICA Group Wealth Management’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
2024 Q2	$3.33K	Buy	+100	New	+$3.23K	﹤0.01%	627

Other funds holding HRTS

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

ICA Group Wealth Management's HRTS Position: Q2 2024 in Review

ICA Group Wealth Management opened a new position in Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2024: 100 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings.

18 funds tracked by Wall St. Rank hold HRTS as of Q2 2024.

ICA Group Wealth Management held 100 shares of Tema ETF Trust Tema Heart & Health ETF worth $3.33K as of Q2 2024.
Tema ETF Trust Tema Heart & Health ETF was a new ICA Group Wealth Management position in Q2 2024.
Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #627 holding.
18 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.