BDO Wealth Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

BDO Wealth 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
2023 Q2	$15.8K	Hold	525	–	–	﹤0.01%	623
2023 Q1	$15.7K	Hold	525	–	–	﹤0.01%	626
2022 Q4	$15.2K	Hold	525	–	–	﹤0.01%	619
2022 Q3	$14K	Hold	525	–	–	﹤0.01%	641
2022 Q2	$15K	Hold	525	–	–	﹤0.01%	610
2022 Q1	$19K	Hold	525	–	–	﹤0.01%	602
2021 Q4	$23K	Hold	525	–	–	﹤0.01%	591
2021 Q3	$24K	Hold	525	–	–	﹤0.01%	574
2021 Q2	$25K	Hold	525	–	–	﹤0.01%	580
2021 Q1	$23K	Hold	525	–	–	﹤0.01%	595
2020 Q4	$23K	Hold	525	–	–	﹤0.01%	444
2020 Q3	$18K	Hold	525	–	–	﹤0.01%	432
2020 Q2	$16K	Hold	525	–	–	﹤0.01%	450
2020 Q1	$12K	Buy	+525	New	+$13.6K	﹤0.01%	523

Other funds holding HTEC

SCM

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BDO Wealth Advisors's HTEC Position: Q2 2023 in Review

BDO Wealth Advisors held its ROBO Global Healthcare Technology and Innovation ETF (HTEC) position steady in Q2 2023 at 525 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

BDO Wealth Advisors first reported a position in HTEC in Q1 2020 and has held it in 14 quarters since. The position peaked at $25K in Q2 2021. 35 funds tracked by Wall St. Rank hold HTEC as of Q2 2023.

BDO Wealth Advisors held 525 shares of ROBO Global Healthcare Technology and Innovation ETF worth $15.8K as of Q2 2023.
BDO Wealth Advisors left its ROBO Global Healthcare Technology and Innovation ETF share count unchanged in Q2 2023.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #623 holding.
BDO Wealth Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $25K in Q2 2021.
35 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.