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SageView Advisory Group’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

SageView Advisory Group’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 		– Sell
-141
Closed -$4.98K – 1393
2025
Q4 		$4.98K Buy
+141
New +$4.77K ﹤0.01% 1969

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's HRTS Position: Q1 2026 in Review

SageView Advisory Group sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q1 2026, closing a stake of 141 shares — an estimated $4.98K sold.

SageView Advisory Group first reported a position in HRTS in Q4 2025 and held it in 1 quarter. The position peaked at $4.98K in Q4 2025. 12 funds tracked by Wall St. Rank hold HRTS as of Q1 2026.

  • SageView Advisory Group reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 141 Tema ETF Trust Tema Heart & Health ETF shares in Q1 2026, an estimated $4.98K.
  • SageView Advisory Group first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Tema ETF Trust Tema Heart & Health ETF position peaked at $4.98K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.