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Sterling Investment Advisors (Pennsylvania)’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.98M Sell
174,278
-4,325
-2% -$124K 1.09% 25
2025
Q1
$5.24M Buy
178,603
+10,900
+6% +$320K 1.26% 24
2024
Q4
$4.84M Buy
167,703
+9,008
+6% +$260K 1.17% 25
2024
Q3
$5.33M Buy
158,695
+5,605
+4% +$188K 1.35% 24
2024
Q2
$5.1M Buy
153,090
+26,130
+21% +$871K 1.38% 21
2024
Q1
$4.34M Buy
+126,960
New +$4.34M 1.22% 24