Sterling Investment Advisors, Ltd. HRTS — Tema Cardiovascular & Metabolic ETF

Ownership history in Sterling Investment Advisors, Ltd.  ·  9 quarters on record

AI Ownership Summary

Sterling Investment Advisors, Ltd. reported Tema Cardiovascular & Metabolic ETF (HRTS) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.38% in 2024 Q2. The latest visible filing shows HRTS at 0.80% 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 HRTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Investment Advisors, Ltd.'s position in Tema Cardiovascular & Metabolic ETF, 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

HRTS was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% 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 Q1 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.

HRTS stock page Sterling Investment Advisors, Ltd. fund profile Sterling Investment Advisors, Ltd. full holdings
How Sterling Investment Advisors, Ltd. held HRTS — position size vs. price
% of Fund (quarterly)    HRTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 131,160 -3,400 -2.5% 0.80% $4.4M 2026-05-04 $33.58
2025 Q4 REDUCED — — — 134,560 -5,780 -4.1% 0.87% $4.7M 2026-02-09 $35.51
2025 Q3 REDUCED 19.5% +16.6% ❌ 140,340 -33,938 -19.5% 0.85% $4.3M 2025-10-28 $32.12
2025 Q2 REDUCED — — — 174,278 -4,325 -2.4% 1.09% $5.0M 2025-07-17 $28.19
2025 Q1 ADDED — — — 178,603 +10,900 +6.5% 1.26% $5.2M 2025-05-07 $27.43
2024 Q4 ADDED — — — 167,703 +9,008 +5.7% 1.17% $4.8M 2025-02-04 $29.89
2024 Q3 ADDED — — — 158,695 +5,605 +3.7% 1.35% $5.3M 2024-10-24 $32.47
2024 Q2 ADDED — — — 153,090 +26,130 +20.6% 1.38% $5.1M 2024-08-05 $31.79
2024 Q1 INITIATED — — — 126,960 — — 1.22% $4.3M 2024-05-01 $30.86

🏢 Other funds also holding HRTS

As of 2026 Q2 — sorted by position size

Harbor Asset Planning, Inc. 0.0% Abound Wealth Management 0.0%

FAQ About Sterling Investment Advisors, Ltd. and HRTS

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

How long has Sterling Investment Advisors, Ltd. reported owning HRTS?

Sterling Investment Advisors, Ltd. reported HRTS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HRTS position in Sterling Investment Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for HRTS was 1.38% in 2024 Q2.

What is the latest reported HRTS position on this page?

The most recent filing on this page is 2026 Q1, when Sterling Investment Advisors, Ltd. reported 131,160 shares, equal to 0.80% of portfolio, with an estimated market value of $4.4M.

What does the chart on this HRTS ownership page compare?

The chart compares Sterling Investment Advisors, Ltd.'s quarterly HRTS 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 Sterling Investment Advisors, Ltd. time their HRTS position?

Based on 13F filing dates vs. subsequent HRTS price moves, Sterling Investment Advisors, Ltd. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on HRTS relative to SPY over the holding period was -13.9%.

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