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Synergy Investment Management’s Tema Electrification ETF VOLT Stock Holding History

Synergy Investment Management’s Portfolio VOLT Stock Details VOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7K Hold
303
– – ﹤0.01% 592
2026
Q1 		$10.4K Buy
+303
New +$10.1K ﹤0.01% 493

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HighTower Advisors
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AF
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MAG
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UBS Group
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWP
Avid Wealth Partners San Antonio, Texas $207M AUM 29.44% 1-Year Est. Return

Synergy Investment Management's VOLT Position: Q2 2026 in Review

Synergy Investment Management held its Tema Electrification ETF (VOLT) position steady in Q2 2026 at 303 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Synergy Investment Management first reported a position in VOLT in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold VOLT as of Q2 2026.

  • Synergy Investment Management held 303 shares of Tema Electrification ETF worth $12.7K as of Q2 2026.
  • Synergy Investment Management left its Tema Electrification ETF share count unchanged in Q2 2026.
  • Tema Electrification ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #592 holding.
  • Synergy Investment Management first reported a position in Tema Electrification ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.