Ameritas Advisory Services’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-830	Closed	-$23.7K	–	2478
2025 Q2	$23.7K	Buy	+830	New	+$22.3K	﹤0.01%	1677
2023 Q2	–	Sell	-1,905	Closed	-$57.3K	–	1443
2023 Q1	$57.3K	Buy	+1,905	New	+$57.3K	﹤0.01%	1216

Other funds holding HTEC

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

MIFH

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

CNWM

Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return

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

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

Ameritas Advisory Services's HTEC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2025, closing a stake of 830 shares — an estimated $23.7K sold.

Ameritas Advisory Services first reported a position in HTEC in Q1 2023 and held it in 2 quarters. The position peaked at $57.3K in Q1 2023. 23 funds tracked by Wall St. Rank hold HTEC as of Q3 2025.

Ameritas Advisory Services reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 830 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2025, an estimated $23.7K.
Ameritas Advisory Services first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's ROBO Global Healthcare Technology and Innovation ETF position peaked at $57.3K in Q1 2023.
23 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.