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

Sterling Investment Advisors (Pennsylvania)’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
Q2 		$4.51M Sell
124,360
-6,800
-5% -$232K 0.75% 41
2026
Q1 		$4.42M Sell
131,160
-3,400
-3% -$119K 0.8% 39
2025
Q4 		$4.75M Sell
134,560
-5,780
-4% -$196K 0.87% 35
2025
Q3 		$4.34M Sell
140,340
-33,938
-19% -$993K 0.85% 37
2025
Q2 		$4.98M Sell
174,278
-4,325
-2% -$121K 1.09% 25
2025
Q1 		$5.24M Buy
178,603
+10,900
+6% +$327K 1.26% 24
2024
Q4 		$4.84M Buy
167,703
+9,008
+6% +$290K 1.17% 25
2024
Q3 		$5.33M Buy
158,695
+5,605
+4% +$192K 1.35% 24
2024
Q2 		$5.1M Buy
153,090
+26,130
+21% +$844K 1.38% 21
2024
Q1 		$4.34M Buy
+126,960
New +$4.13M 1.22% 24

Other funds holding HRTS

AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HRTS Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Tema ETF Trust Tema Heart & Health ETF (HRTS) stake by 5.2% in Q2 2026, selling an estimated $232K and leaving 124,360 shares worth $4.51M. The position accounts for 0.75% of the portfolio, ranked #41.

Sterling Investment Advisors (Pennsylvania) first reported a position in HRTS in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.33M in Q3 2024. 3 funds tracked by Wall St. Rank hold HRTS as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 124,360 shares of Tema ETF Trust Tema Heart & Health ETF worth $4.51M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 6,800 Tema ETF Trust Tema Heart & Health ETF shares in Q2 2026, an estimated $232K.
  • Tema ETF Trust Tema Heart & Health ETF made up 0.75% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #41 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and has held it in 10 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Tema ETF Trust Tema Heart & Health ETF position peaked at $5.33M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.