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

Baird Financial Group’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 Q1	–	Sell	-8,035	Closed	-$231K	–	1793
2024 Q4	$231K	Sell	8,035 -3,599	-31%	-$105K	﹤0.01%	1639
2024 Q3	$346K	Sell	11,634 -2,000	-15%	-$57.3K	﹤0.01%	1501
2024 Q2	$371K	Sell	13,634 -213	-2%	-$5.81K	﹤0.01%	1491
2024 Q1	$394K	Buy	13,847 +35	+0.3%	+$976	﹤0.01%	1470
2023 Q4	$387K	Buy	13,812 +1,076	+8%	+$26.7K	﹤0.01%	1443
2023 Q3	$322K	Buy	12,736 +672	+6%	+$19.1K	﹤0.01%	1479
2023 Q2	$363K	Buy	12,064 +27	+0.2%	+$806	﹤0.01%	1450
2023 Q1	$359K	Buy	12,037 +3,501	+41%	+$105K	﹤0.01%	1433
2022 Q4	$247K	Buy	+8,536	New	+$244K	﹤0.01%	1525

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

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

EIP

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

Citigroup New York $235B AUM 32.99% 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

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

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

Baird Financial Group's HTEC Position: Q1 2025 in Review

Baird Financial Group sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2025, closing a stake of 8,035 shares — an estimated $231K sold.

Baird Financial Group first reported a position in HTEC in Q4 2022 and held it in 9 quarters. The position peaked at $394K in Q1 2024. 21 funds tracked by Wall St. Rank hold HTEC as of Q1 2025.

Baird Financial Group reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2025 after selling out during the quarter.
Baird Financial Group sold 8,035 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2025, an estimated $231K.
Baird Financial Group first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2022 and held it in 9 quarters.
Baird Financial Group's ROBO Global Healthcare Technology and Innovation ETF position peaked at $394K in Q1 2024.
21 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.