HARBOUR INVESTMENTS, INC. RSHO — TEMA ETF TRUST

Ownership history in HARBOUR INVESTMENTS, INC.  ·  10 quarters on record

AI Ownership Summary

HARBOUR INVESTMENTS, INC. reported TEMA ETF TRUST (RSHO) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows RSHO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOUR INVESTMENTS, INC.'s position in TEMA ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSHO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RSHO stock page HARBOUR INVESTMENTS, INC. fund profile HARBOUR INVESTMENTS, INC. full holdings
How HARBOUR INVESTMENTS, INC. held RSHO — position size vs. price
% of Fund (quarterly)    RSHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 72.5% +23.3% ❌ 5,093 -13,424 -72.5% 0.00% $254K 2026-05-15 $56.68
2025 Q4 ADDED — — — 18,517 +268 +1.5% 0.02% $821K 2026-02-09 $53.55
2025 Q3 REDUCED 25.8% +5.2% ❌ 18,249 -6,331 -25.8% 0.02% $785K 2025-11-12 $44.07
2025 Q2 REDUCED — — — 24,580 -719 -2.8% 0.02% $965K 2025-07-28 $41.99
2025 Q1 REDUCED 24.8% +15.7% ❌ 25,299 -8,355 -24.8% 0.02% $858K 2025-05-08 $36.12
2024 Q4 REDUCED — — — 33,654 -1,607 -4.6% 0.04% $1.3M 2025-02-10 $38.96
2024 Q3 REDUCED — — — 35,261 -838 -2.3% 0.04% $1.3M 2024-11-04 $37.40
2024 Q2 REDUCED — — — 36,099 -1,294 -3.5% 0.04% $1.2M 2024-07-26 $36.61
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RSHO

As of 2026 Q2 — sorted by position size

WILLNER & HELLER, LLC 3Y 0.18% Worth Asset Management, LLC 3Y 0.08%

FAQ About HARBOUR INVESTMENTS, INC. and RSHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOUR INVESTMENTS, INC. reported owning RSHO?

HARBOUR INVESTMENTS, INC. reported RSHO across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported RSHO position in HARBOUR INVESTMENTS, INC.'s portfolio?

The largest reported portfolio weight for RSHO was 0.04% in 2024 Q2.

What is the latest reported RSHO position on this page?

The most recent filing on this page is 2026 Q1, when HARBOUR INVESTMENTS, INC. reported 5,093 shares, equal to 0.00% of portfolio, with an estimated market value of $254K.

What does the chart on this RSHO ownership page compare?

The chart compares HARBOUR INVESTMENTS, INC.'s quarterly RSHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOUR INVESTMENTS, INC. time their RSHO position?

Based on 13F filing dates vs. subsequent RSHO price moves, HARBOUR INVESTMENTS, INC. correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on RSHO relative to SPY over the holding period was +6.4%.

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