Belpointe Asset Management’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Belpointe Asset Management’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 Q1	–	Sell	-200	Closed	-$5.78K	–	3782
2022 Q4	$5.78K	Buy	+200	New	+$5.71K	﹤0.01%	2875
2021 Q3	–	Sell	-2,988	Closed	-$144K	–	1209
2021 Q2	$144K	Buy	+2,988	New	+$136K	0.01%	970

Other funds holding HTEC

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 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

Belpointe Asset Management's HTEC Position: Q1 2023 in Review

Belpointe Asset Management sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2023, closing a stake of 200 shares — an estimated $5.78K sold.

Belpointe Asset Management first reported a position in HTEC in Q2 2021 and held it in 2 quarters. The position peaked at $144K in Q2 2021. 43 funds tracked by Wall St. Rank hold HTEC as of Q1 2023.

Belpointe Asset Management reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 200 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2023, an estimated $5.78K.
Belpointe Asset Management first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2021 and held it in 2 quarters.
Belpointe Asset Management's ROBO Global Healthcare Technology and Innovation ETF position peaked at $144K in Q2 2021.
43 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.