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Steward Partners Investment Advisory’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-6,435
Closed -$186K – 4076
2024
Q4 		$186K Hold
6,435
– – ﹤0.01% 1661
2024
Q3 		$216K Hold
6,435
– – ﹤0.01% 1492
2024
Q2 		$215K Hold
6,435
– – ﹤0.01% 1414
2024
Q1 		$220K Hold
6,435
– – ﹤0.01% 1391
2023
Q4 		$197K Buy
+6,435
New +$182K ﹤0.01% 1385

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Steward Partners Investment Advisory's HRTS Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q1 2025, closing a stake of 6,435 shares — an estimated $186K sold.

Steward Partners Investment Advisory first reported a position in HRTS in Q4 2023 and held it in 5 quarters. The position peaked at $220K in Q1 2024. 21 funds tracked by Wall St. Rank hold HRTS as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,435 Tema ETF Trust Tema Heart & Health ETF shares in Q1 2025, an estimated $186K.
  • Steward Partners Investment Advisory first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2023 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Tema ETF Trust Tema Heart & Health ETF position peaked at $220K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.