Capital Square’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Capital Square’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 Q3	$401K	Buy	9,032 +686	+8%	+$28K	0.18%	126
2026 Q2	$319K	Buy	8,346 +600	+8%	+$20.6K	0.14%	158
2026 Q1	$260K	Buy	+7,746	New	+$273K	0.12%	182

Other funds holding HTEC

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Capital Square's HTEC Position: Q3 2026 in Review

Capital Square increased its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 8.2% in Q3 2026, buying an estimated $28K and bringing the position to 9,032 shares worth $401K. The position accounts for 0.18% of the portfolio, ranked #126.

Capital Square first reported a position in HTEC in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold HTEC as of Q3 2026.

Capital Square held 9,032 shares of ROBO Global Healthcare Technology and Innovation ETF worth $401K as of Q3 2026.
Capital Square bought 686 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2026, an estimated $28K.
ROBO Global Healthcare Technology and Innovation ETF made up 0.18% of Capital Square's portfolio in Q3 2026, its #126 holding.
Capital Square first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.