SWM
VOLT

SHP Wealth Management’s Tema Electrification ETF VOLT Stock Holding History

SHP Wealth Management’s Portfolio VOLT Stock Details VOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.7K Buy
1,190
+18
+2% +$599 ﹤0.01% 543
2025
Q4 		$33.9K Buy
+1,172
New +$34.8K ﹤0.01% 572

Other funds holding VOLT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

SHP Wealth Management's VOLT Position: Q1 2026 in Review

SHP Wealth Management increased its Tema Electrification ETF (VOLT) stake by 1.5% in Q1 2026, buying an estimated $599 and bringing the position to 1,190 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

SHP Wealth Management first reported a position in VOLT in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold VOLT as of Q1 2026.

  • SHP Wealth Management held 1,190 shares of Tema Electrification ETF worth $40.7K as of Q1 2026.
  • SHP Wealth Management bought 18 Tema Electrification ETF shares in Q1 2026, an estimated $599.
  • Tema Electrification ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #543 holding.
  • SHP Wealth Management first reported a position in Tema Electrification ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.