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

Cetera 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
2021 Q3	–	Sell	-4,700	Closed	-$226K	–	1442
2021 Q2	$226K	Sell	4,700 -1,000	-18%	-$45.5K	0.01%	1177
2021 Q1	$250K	Hold	5,700	–	–	0.01%	1041
2020 Q4	$249K	Sell	5,700 -70	-1%	-$2.74K	0.01%	900
2020 Q3	$202K	Sell	5,770 -1,430	-20%	-$48.1K	0.01%	882
2020 Q2	$222K	Buy	+7,200	New	+$202K	0.01%	815

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

CPWM

Cardinal Point Wealth Management Irvine, California $213M AUM 15.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

MIFH

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SCM

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cetera Advisors's HTEC Position: Q3 2021 in Review

Cetera Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2021, closing a stake of 4,700 shares — an estimated $226K sold.

Cetera Advisors first reported a position in HTEC in Q2 2020 and held it in 5 quarters. The position peaked at $250K in Q1 2021. 40 funds tracked by Wall St. Rank hold HTEC as of Q3 2021.

Cetera Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2021 after selling out during the quarter.
Cetera Advisors sold 4,700 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2021, an estimated $226K.
Cetera Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2020 and held it in 5 quarters.
Cetera Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $250K in Q1 2021.
40 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2021.

Based on Cetera Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.