RPGNY
WELD

Retirement Planning Group (New York)’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Retirement Planning Group (New York)’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 		$267K Buy
+4,240
New +$242K 0.15% 88

Other funds holding WELD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Royal Bank of Canada
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

Retirement Planning Group (New York)'s WELD Position: Q2 2026 in Review

Retirement Planning Group (New York) opened a new position in Tema U.S. Manufacturing & Reshoring ETF (WELD) in Q2 2026: 4,240 shares worth $267K. The stake represents 0.15% of the portfolio and ranks #88 among its holdings.

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

  • Retirement Planning Group (New York) held 4,240 shares of Tema U.S. Manufacturing & Reshoring ETF worth $267K as of Q2 2026.
  • Tema U.S. Manufacturing & Reshoring ETF was a new Retirement Planning Group (New York) position in Q2 2026.
  • Tema U.S. Manufacturing & Reshoring ETF made up 0.15% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #88 holding.
  • 49 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.