Stifel Financial’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Stifel Financial’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	$989K	Sell	27,269 -5,455	-17%	-$186K	﹤0.01%	2569
2026 Q1	$1.1M	Sell	32,724 -923	-3%	-$32.4K	﹤0.01%	2397
2025 Q4	$1.19M	Buy	33,647 +5,571	+20%	+$189K	﹤0.01%	2321
2025 Q3	$869K	Sell	28,076 -71,013	-72%	-$2.08M	﹤0.01%	2480
2025 Q2	$2.83M	Buy	99,089 +15,599	+19%	+$436K	﹤0.01%	1595
2025 Q1	$2.45M	Buy	83,490 +8,992	+12%	+$269K	﹤0.01%	1621
2024 Q4	$2.15M	Buy	74,498 +4,337	+6%	+$140K	﹤0.01%	1721
2024 Q3	$2.36M	Buy	70,161 +8,388	+14%	+$287K	﹤0.01%	1672
2024 Q2	$2.06M	Buy	61,773 +11,619	+23%	+$375K	﹤0.01%	1703
2024 Q1	$1.71M	Buy	+50,154	New	+$1.63M	﹤0.01%	1835

Other funds holding HRTS

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return

Stifel Financial's HRTS Position: Q2 2026 in Review

Stifel Financial reduced its Tema ETF Trust Tema Heart & Health ETF (HRTS) stake by 17% in Q2 2026, selling an estimated $186K and leaving 27,269 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Stifel Financial first reported a position in HRTS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.83M in Q2 2025. 17 funds tracked by Wall St. Rank hold HRTS as of Q2 2026.

Stifel Financial held 27,269 shares of Tema ETF Trust Tema Heart & Health ETF worth $989K as of Q2 2026.
Stifel Financial sold 5,455 Tema ETF Trust Tema Heart & Health ETF shares in Q2 2026, an estimated $186K.
Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2569 holding.
Stifel Financial first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and has held it in 10 quarters since.
Stifel Financial's Tema ETF Trust Tema Heart & Health ETF position peaked at $2.83M in Q2 2025.
17 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.