Integrated Wealth Concepts’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Integrated Wealth Concepts’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 Q2	$1.42K	Buy	+39	New	+$1.33K	﹤0.01%	5453

Other funds holding HRTS

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Concepts's HRTS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2026: 39 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #5453 among its holdings.

18 funds tracked by Wall St. Rank hold HRTS as of Q2 2026.

Integrated Wealth Concepts held 39 shares of Tema ETF Trust Tema Heart & Health ETF worth $1.42K as of Q2 2026.
Tema ETF Trust Tema Heart & Health ETF was a new Integrated Wealth Concepts position in Q2 2026.
Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5453 holding.
18 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.