Steward Partners Investment Advisory’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Steward Partners Investment Advisory’s Portfolio WELD Stock Details WELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.3K	Hold	768	–	–	﹤0.01%	2969
2026 Q1	$38.2K	Hold	768	–	–	﹤0.01%	2920
2025 Q4	$34.1K	Hold	768	–	–	﹤0.01%	2881
2025 Q3	$33K	Buy	768 +245	+47%	+$10.2K	﹤0.01%	2820
2025 Q2	$20.5K	Hold	523	–	–	﹤0.01%	2914
2025 Q1	$17.7K	Hold	523	–	–	﹤0.01%	2862
2024 Q4	$19.5K	Buy	523 +233	+80%	+$9.1K	﹤0.01%	2811
2024 Q3	$10.9K	Hold	290	–	–	﹤0.01%	2916
2024 Q2	$9.91K	Buy	+290	New	+$10.1K	﹤0.01%	2824

Other funds holding WELD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Steward Partners Investment Advisory's WELD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Tema U.S. Manufacturing & Reshoring ETF (WELD) position steady in Q2 2026 at 768 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Steward Partners Investment Advisory first reported a position in WELD in Q2 2024 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

Steward Partners Investment Advisory held 768 shares of Tema U.S. Manufacturing & Reshoring ETF worth $48.3K as of Q2 2026.
Steward Partners Investment Advisory left its Tema U.S. Manufacturing & Reshoring ETF share count unchanged in Q2 2026.
Tema U.S. Manufacturing & Reshoring ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2969 holding.
Steward Partners Investment Advisory first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q2 2024 and has held it in 9 quarters since.
39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.