Aptus Capital Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Aptus Capital Advisors’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
2024 Q2	–	Sell	-366	Closed	-$10.4K	–	1202
2024 Q1	$10.4K	Buy	+366	New	+$10.2K	﹤0.01%	1032
2023 Q2	–	Sell	-200	Closed	-$5.96K	–	824
2023 Q1	$5.96K	Buy	+200	New	+$6.02K	﹤0.01%	711
2022 Q4	–	Sell	-50	Closed	-$1K	–	814
2022 Q3	$1K	Buy	+50	New	+$1.53K	﹤0.01%	757
2021 Q1	–	Sell	-500	Closed	-$21K	–	534
2020 Q4	$21K	Buy	+500	New	+$19.6K	﹤0.01%	389

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MIFH

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

EIP

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

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

Aptus Capital Advisors's HTEC Position: Q2 2024 in Review

Aptus Capital Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q2 2024, closing a stake of 366 shares — an estimated $10.4K sold.

Aptus Capital Advisors first reported a position in HTEC in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q4 2020. 26 funds tracked by Wall St. Rank hold HTEC as of Q2 2024.

Aptus Capital Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q2 2024 after selling out during the quarter.
Aptus Capital Advisors sold 366 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2024, an estimated $10.4K.
Aptus Capital Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2020 and held it in 4 quarters.
Aptus Capital Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $21K in Q4 2020.
26 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.