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
2025 Q4	$4.98K	Buy	+141	New	+$4.77K	﹤0.01%	1969

Other funds holding HRTS

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SHF

Safe Harbor Fiduciary Pensacola, Florida $105M AUM

SageView Advisory Group's HRTS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q4 2025: 141 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #1969 among its holdings.

14 funds tracked by Wall St. Rank hold HRTS as of Q4 2025.

SageView Advisory Group held 141 shares of Tema ETF Trust Tema Heart & Health ETF worth $4.98K as of Q4 2025.
Tema ETF Trust Tema Heart & Health ETF was a new SageView Advisory Group position in Q4 2025.
Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1969 holding.
14 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.