RSHO β€” TEMA ETF TRUST

Ownership history in IHT Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

IHT Wealth Management, LLC reported TEMA ETF TRUST (RSHO) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows RSHO at 0.03% 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.

What this RSHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IHT Wealth Management, LLC'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
2025 Q3

RSHO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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.

How IHT Wealth Management, LLC held RSHO β€” position size vs. price
% of Fund (quarterly)    RSHO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 22,456 +14,245 +173.5% 0.03% $992K 2025-11-14 $42.74
2025 Q2 REDUCED 8,211 -1,198 -12.7% 0.01% $322K 2025-08-14 $41.91
2025 Q1 REDUCED 9,409 -19,204 -67.1% 0.01% $342K 2025-05-15 $37.73
2024 Q4 INITIATED 28,613 β€” β€” 0.03% $1.1M 2025-02-14 $38.57

FAQ About IHT Wealth Management, LLC and RSHO

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

How long has IHT Wealth Management, LLC reported owning RSHO?

IHT Wealth Management, LLC reported RSHO across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported RSHO position in IHT Wealth Management, LLC's portfolio?

The largest reported portfolio weight for RSHO was 0.03% in 2024 Q4.

What is the latest reported RSHO position on this page?

The most recent filing on this page is 2025 Q3, when IHT Wealth Management, LLC reported 22,456 shares, equal to 0.03% of portfolio, with an estimated market value of $992K.

What does the chart on this RSHO ownership page compare?

The chart compares IHT Wealth Management, LLC'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.

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