Resurgent Financial Advisors’s Tema Durable Quality ETF TOLL Stock Holding History

Resurgent Financial Advisors’s Portfolio TOLL Stock Details TOLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$539K	Hold	12,899	–	–	0.15%	153
2026 Q1	$435K	Buy	12,899 +300	+2%	+$10.7K	0.16%	154
2025 Q4	$444K	Buy	12,599 +223	+2%	+$7.75K	0.22%	130
2025 Q3	$424K	Sell	12,376 -286	-2%	-$9.77K	0.21%	137
2025 Q2	$433K	Sell	12,662 -295	-2%	-$9.58K	0.24%	120
2025 Q1	$416K	Buy	12,957 +676	+6%	+$22.1K	0.25%	112
2024 Q4	$390K	Buy	+12,281	New	+$406K	0.23%	122

Other funds holding TOLL

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TGAM

TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return

Resurgent Financial Advisors's TOLL Position: Q2 2026 in Review

Resurgent Financial Advisors held its Tema Durable Quality ETF (TOLL) position steady in Q2 2026 at 12,899 shares worth $539K. The position accounts for 0.15% of the portfolio, ranked #153.

Resurgent Financial Advisors first reported a position in TOLL in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold TOLL as of Q2 2026.

Resurgent Financial Advisors held 12,899 shares of Tema Durable Quality ETF worth $539K as of Q2 2026.
Resurgent Financial Advisors left its Tema Durable Quality ETF share count unchanged in Q2 2026.
Tema Durable Quality ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q2 2026, its #153 holding.
Resurgent Financial Advisors first reported a position in Tema Durable Quality ETF in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Tema Durable Quality ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.