Creative Planning
HTEC icon

Creative Planning’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Creative Planning’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
Q4 		– Sell
-8,388
Closed -$382K – 2145
2021
Q3 		$382K Buy
8,388
+613
+8% +$29.2K ﹤0.01% 1447
2021
Q2 		$375K Buy
7,775
+1,292
+20% +$58.7K ﹤0.01% 1436
2021
Q1 		$285K Buy
+6,483
New +$301K ﹤0.01% 1824

Other funds holding HTEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPWMP
Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
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
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's HTEC Position: Q4 2021 in Review

Creative Planning sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2021, closing a stake of 8,388 shares — an estimated $382K sold.

Creative Planning first reported a position in HTEC in Q1 2021 and held it in 3 quarters. The position peaked at $382K in Q3 2021. 48 funds tracked by Wall St. Rank hold HTEC as of Q4 2021.

  • Creative Planning reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 8,388 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2021, an estimated $382K.
  • Creative Planning first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 3 quarters.
  • Creative Planning's ROBO Global Healthcare Technology and Innovation ETF position peaked at $382K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.