Oliver Lagore Vanvalin Investment Group’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$905K	Buy	+30,841	New	+$862K	0.36%	67
2024 Q4	$1.61M	Buy	55,816 +9,642	+21%	+$311K	0.41%	48
2024 Q3	$1.55M	Sell	46,174 -103,433	-69%	-$3.54M	0.42%	52
2024 Q2	$4.99M	Buy	149,607 +27,404	+22%	+$886K	1.43%	13
2024 Q1	$4.18M	Buy	+122,203	New	+$3.98M	1.23%	17

Other funds holding HRTS

SIAP

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FFA

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

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

Oliver Lagore Vanvalin Investment Group's HRTS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2025: 30,841 shares worth $905K. The stake represents 0.36% of the portfolio and ranks #67 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HRTS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HRTS in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.99M in Q2 2024. 20 funds tracked by Wall St. Rank hold HRTS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 30,841 shares of Tema ETF Trust Tema Heart & Health ETF worth $905K as of Q2 2025.
Tema ETF Trust Tema Heart & Health ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Tema ETF Trust Tema Heart & Health ETF made up 0.36% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #67 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and has held it in 5 quarters since.
Oliver Lagore Vanvalin Investment Group's Tema ETF Trust Tema Heart & Health ETF position peaked at $4.99M in Q2 2024.
20 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.