Beacon Pointe Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Beacon Pointe 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
2026 Q1	$303K	Buy	+9,188	New	+$324K	﹤0.01%	1531
2025 Q3	–	Sell	-10,549	Closed	-$301K	–	1447
2025 Q2	$301K	Sell	10,549 -1,029	-9%	-$27.7K	﹤0.01%	1050
2025 Q1	$316K	Sell	11,578 -801	-6%	-$23.6K	﹤0.01%	1005
2024 Q4	$356K	Sell	12,379 -330	-3%	-$9.63K	﹤0.01%	940
2024 Q3	$377K	Sell	12,709 -485	-4%	-$13.9K	﹤0.01%	950
2024 Q2	$359K	Sell	13,194 -171	-1%	-$4.67K	﹤0.01%	995
2024 Q1	$380K	Buy	13,365 +150	+1%	+$4.18K	﹤0.01%	1020
2023 Q4	$370K	Sell	13,215 -1,455	-10%	-$36.1K	﹤0.01%	1001
2023 Q3	$371K	Sell	14,670 -395	-3%	-$11.2K	﹤0.01%	981
2023 Q2	$453K	Sell	15,065 -867	-5%	-$25.9K	0.01%	742
2023 Q1	$475K	Sell	15,932 -715	-4%	-$21.5K	0.01%	775
2022 Q4	$481K	Buy	+16,647	New	+$476K	0.01%	698

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

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

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

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

EIP

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Beacon Pointe Advisors's HTEC Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2026: 9,188 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in HTEC as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in HTEC in Q4 2022 and has held it in 12 quarters since. The position peaked at $481K in Q4 2022. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

Beacon Pointe Advisors held 9,188 shares of ROBO Global Healthcare Technology and Innovation ETF worth $303K as of Q1 2026.
ROBO Global Healthcare Technology and Innovation ETF was a new Beacon Pointe Advisors position in Q1 2026.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1531 holding.
Beacon Pointe Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2022 and has held it in 12 quarters since.
Beacon Pointe Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $481K in Q4 2022.
27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.