Advisornet Financial’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Advisornet Financial’s Portfolio HTEC Stock Details HTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,939	Closed	-$215K	–	2424
2022 Q3	$215K	Sell	7,939 -120	-1%	-$3.67K	0.02%	490
2022 Q2	$233K	Sell	8,059 -230	-3%	-$7.12K	0.02%	473
2022 Q1	$302K	Buy	8,289 +802	+11%	+$29.7K	0.02%	463
2021 Q4	$326K	Buy	7,487 +1,484	+25%	+$66.3K	0.02%	487
2021 Q3	$274K	Buy	6,003 +76	+1%	+$3.62K	0.02%	482
2021 Q2	$286K	Sell	5,927 -97	-2%	-$4.41K	0.02%	498
2021 Q1	$264K	Sell	6,024 -411	-6%	-$19.1K	0.02%	484
2020 Q4	$281K	Hold	6,435	–	–	0.02%	432
2020 Q3	$225K	Buy	6,435 +411	+7%	+$13.8K	0.02%	472
2020 Q2	$185K	Sell	6,024 -1,148	-16%	-$32.3K	0.01%	509
2020 Q1	$169K	Buy	7,172 +1,628	+29%	+$42.1K	0.02%	496
2019 Q4	$147K	Buy	+5,544	New	+$138K	0.01%	580

Other funds holding HTEC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's HTEC Position: Q4 2022 in Review

Advisornet Financial sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2022, closing a stake of 7,939 shares — an estimated $215K sold.

Advisornet Financial first reported a position in HTEC in Q4 2019 and held it in 12 quarters. The position peaked at $326K in Q4 2021. 37 funds tracked by Wall St. Rank hold HTEC as of Q4 2022.

Advisornet Financial reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 7,939 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2022, an estimated $215K.
Advisornet Financial first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2019 and held it in 12 quarters.
Advisornet Financial's ROBO Global Healthcare Technology and Innovation ETF position peaked at $326K in Q4 2021.
37 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.