Bank of Montreal’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Bank of Montreal’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 Q4	–	Sell	-12,100	Closed	-$332K	–	3720
2024 Q3	$332K	Buy	+12,100	New	+$347K	﹤0.01%	2702
2024 Q1	–	Sell	-30,372	Closed	-$863K	–	4079
2023 Q4	$863K	Buy	30,372 +4,874	+19%	+$121K	﹤0.01%	2134
2023 Q3	$731K	Buy	25,498 +3,006	+13%	+$85.4K	﹤0.01%	2223
2023 Q2	$680K	Sell	22,492 -4,203	-16%	-$125K	﹤0.01%	2392
2023 Q1	$796K	Sell	26,695 -7,283	-21%	-$219K	﹤0.01%	2189
2022 Q4	$996K	Buy	+33,978	New	+$971K	﹤0.01%	2180

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal's HTEC Position: Q4 2024 in Review

Bank of Montreal sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2024, closing a stake of 12,100 shares — an estimated $332K sold.

Bank of Montreal first reported a position in HTEC in Q4 2022 and held it in 6 quarters. The position peaked at $996K in Q4 2022. 30 funds tracked by Wall St. Rank hold HTEC as of Q4 2024.

Bank of Montreal reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 12,100 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2024, an estimated $332K.
Bank of Montreal first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2022 and held it in 6 quarters.
Bank of Montreal's ROBO Global Healthcare Technology and Innovation ETF position peaked at $996K in Q4 2022.
30 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.