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Synergy Investment Management’s Main Thematic Innovation ETF TMAT Stock Holding History

Synergy Investment Management’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Buy
+4,528
New +$111K 0.03% 193
2025
Q2 		– Sell
-5,687
Closed -$118K – 521
2025
Q1 		$118K Hold
5,687
– – 0.05% 158
2024
Q4 		$118K Buy
+5,687
New +$113K 0.05% 162

Other funds holding TMAT

MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Synergy Investment Management's TMAT Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Main Thematic Innovation ETF (TMAT) in Q1 2026: 4,528 shares worth $105K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in TMAT as recently as Q1 2025.

Synergy Investment Management first reported a position in TMAT in Q4 2024 and has held it in 3 quarters since. The position peaked at $118K in Q1 2025. 41 funds tracked by Wall St. Rank hold TMAT as of Q1 2026.

  • Synergy Investment Management held 4,528 shares of Main Thematic Innovation ETF worth $105K as of Q1 2026.
  • Main Thematic Innovation ETF was a new Synergy Investment Management position in Q1 2026.
  • Main Thematic Innovation ETF made up 0.03% of Synergy Investment Management's portfolio in Q1 2026, its #193 holding.
  • Synergy Investment Management first reported a position in Main Thematic Innovation ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Main Thematic Innovation ETF position peaked at $118K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.