Jones Financial Companies’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Jones Financial Companies’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	$5.43K	Buy	+150	New	+$5.11K	﹤0.01%	4054

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 $104B AUM 28.3% 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

Jones Financial Companies's HRTS Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2026: 150 shares worth $5.43K. The stake represents ﹤0.01% of the portfolio and ranks #4054 among its holdings.

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

Jones Financial Companies held 150 shares of Tema ETF Trust Tema Heart & Health ETF worth $5.43K as of Q2 2026.
Tema ETF Trust Tema Heart & Health ETF was a new Jones Financial Companies position in Q2 2026.
Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4054 holding.
18 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.