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Park Square Financial Group’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Park Square Financial 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
Q3 		– Sell
-294
Closed -$8.4K – 564
2025
Q2 		$8.4K Hold
294
– – 0.01% 633
2025
Q1 		$8.62K Hold
294
– – 0.01% 640
2024
Q4 		$8.49K Buy
+294
New +$9.47K 0.01% 616

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM

Park Square Financial Group's HRTS Position: Q3 2025 in Review

Park Square Financial Group sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q3 2025, closing a stake of 294 shares — an estimated $8.4K sold.

Park Square Financial Group first reported a position in HRTS in Q4 2024 and held it in 3 quarters. The position peaked at $8.62K in Q1 2025. 16 funds tracked by Wall St. Rank hold HRTS as of Q3 2025.

  • Park Square Financial Group reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 294 Tema ETF Trust Tema Heart & Health ETF shares in Q3 2025, an estimated $8.4K.
  • Park Square Financial Group first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Tema ETF Trust Tema Heart & Health ETF position peaked at $8.62K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.