Raymond James Financial
HRTS icon

Raymond James Financial’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Raymond James Financial’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
Q1 		$1.37M Buy
+40,737
New +$1.43M ﹤0.01% 3638
2025
Q3 		– Sell
-500
Closed -$14.3K – 5752
2025
Q2 		$14.3K Buy
+500
New +$14K ﹤0.01% 5749

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Raymond James Financial's HRTS Position: Q1 2026 in Review

Raymond James Financial opened a new position in Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q1 2026: 40,737 shares worth $1.37M. The stake represents ﹤0.01% of the portfolio and ranks #3638 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in HRTS as recently as Q2 2025.

Raymond James Financial first reported a position in HRTS in Q2 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold HRTS as of Q1 2026.

  • Raymond James Financial held 40,737 shares of Tema ETF Trust Tema Heart & Health ETF worth $1.37M as of Q1 2026.
  • Tema ETF Trust Tema Heart & Health ETF was a new Raymond James Financial position in Q1 2026.
  • Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3638 holding.
  • Raymond James Financial first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q2 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.