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IHT Wealth Management’s Tema Durable Quality ETF TOLL Stock Holding History

IHT Wealth Management’s Portfolio TOLL Stock Details TOLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,770
Closed -$966K – 1259
2025
Q3 		$966K Buy
27,770
+18,783
+209% +$642K 0.02% 538
2025
Q2 		$307K Sell
8,987
-680
-7% -$22.1K 0.01% 880
2025
Q1 		$314K Sell
9,667
-24,195
-71% -$790K 0.01% 842
2024
Q4 		$1.07M Buy
+33,862
New +$1.12M 0.03% 436

Other funds holding TOLL

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFA
Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IHT Wealth Management's TOLL Position: Q4 2025 in Review

IHT Wealth Management sold out of Tema Durable Quality ETF (TOLL) in Q4 2025, closing a stake of 27,770 shares — an estimated $966K sold.

IHT Wealth Management first reported a position in TOLL in Q4 2024 and held it in 4 quarters. The position peaked at $1.07M in Q4 2024. 12 funds tracked by Wall St. Rank hold TOLL as of Q4 2025.

  • IHT Wealth Management reported no remaining Tema Durable Quality ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 27,770 Tema Durable Quality ETF shares in Q4 2025, an estimated $966K.
  • IHT Wealth Management first reported a position in Tema Durable Quality ETF in Q4 2024 and held it in 4 quarters.
  • IHT Wealth Management's Tema Durable Quality ETF position peaked at $1.07M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Tema Durable Quality ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.