Plan Group Financial’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Plan Group Financial’s Portfolio WELD Stock Details WELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$597K	Buy	+9,500	New	+$542K	0.12%	119

Other funds holding WELD

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Plan Group Financial's WELD Position: Q2 2026 in Review

Plan Group Financial opened a new position in Tema U.S. Manufacturing & Reshoring ETF (WELD) in Q2 2026: 9,500 shares worth $597K. The stake represents 0.12% of the portfolio and ranks #119 among its holdings.

49 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

Plan Group Financial held 9,500 shares of Tema U.S. Manufacturing & Reshoring ETF worth $597K as of Q2 2026.
Tema U.S. Manufacturing & Reshoring ETF was a new Plan Group Financial position in Q2 2026.
Tema U.S. Manufacturing & Reshoring ETF made up 0.12% of Plan Group Financial's portfolio in Q2 2026, its #119 holding.
49 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.