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Relyea Zuckerberg Hanson’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Relyea Zuckerberg Hanson’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 		– Sell
-8,770
Closed -$257K – 266
2025
Q1 		$257K Buy
+8,770
New +$263K 0.03% 221

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
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
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

Relyea Zuckerberg Hanson's HRTS Position: Q2 2025 in Review

Relyea Zuckerberg Hanson sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2025, closing a stake of 8,770 shares — an estimated $257K sold.

Relyea Zuckerberg Hanson first reported a position in HRTS in Q1 2025 and held it in 1 quarter. The position peaked at $257K in Q1 2025. 20 funds tracked by Wall St. Rank hold HRTS as of Q2 2025.

  • Relyea Zuckerberg Hanson reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q2 2025 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 8,770 Tema ETF Trust Tema Heart & Health ETF shares in Q2 2025, an estimated $257K.
  • Relyea Zuckerberg Hanson first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2025 and held it in 1 quarter.
  • Relyea Zuckerberg Hanson's Tema ETF Trust Tema Heart & Health ETF position peaked at $257K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2025, filed 22 Jul 2025.