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 Q2	$340K	Sell	9,113 -75	-0.8%	-$2.57K	﹤0.01%	1537
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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beacon Pointe Advisors's HTEC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 0.82% in Q2 2026, selling an estimated $2.57K and leaving 9,113 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Beacon Pointe Advisors first reported a position in HTEC in Q4 2022 and has held it in 13 quarters since. The position peaked at $481K in Q4 2022. 28 funds tracked by Wall St. Rank hold HTEC as of Q2 2026.

Beacon Pointe Advisors held 9,113 shares of ROBO Global Healthcare Technology and Innovation ETF worth $340K as of Q2 2026.
Beacon Pointe Advisors sold 75 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2026, an estimated $2.57K.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1537 holding.
Beacon Pointe Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2022 and has held it in 13 quarters since.
Beacon Pointe Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $481K in Q4 2022.
28 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.