Global Retirement Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Global Retirement Partners’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
2024 Q1	–	Sell	-14	Closed	-$385	–	3433
2023 Q4	$385	Sell	14 -87	-86%	-$2.16K	﹤0.01%	3134
2023 Q3	$2.5K	Hold	101	–	–	﹤0.01%	2449
2023 Q2	$3.04K	Hold	101	–	–	﹤0.01%	2393
2023 Q1	$3.05K	Hold	101	–	–	﹤0.01%	2352
2022 Q4	$2.92K	Hold	101	–	–	﹤0.01%	2213
2022 Q3	$3K	Hold	101	–	–	﹤0.01%	2105
2022 Q2	$3K	Hold	101	–	–	﹤0.01%	2065
2022 Q1	$3K	Buy	+101	New	+$3.74K	﹤0.01%	2064
2021 Q4	–	Sell	-87	Closed	-$4K	–	916
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	1678
2021 Q2	$4K	Hold	87	–	–	﹤0.01%	1621
2021 Q1	$4K	Buy	+87	New	+$4.04K	﹤0.01%	1522

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SCM

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

MIFH

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

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

Global Retirement Partners's HTEC Position: Q1 2024 in Review

Global Retirement Partners sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2024, closing a stake of 14 shares — an estimated $385 sold.

Global Retirement Partners first reported a position in HTEC in Q1 2021 and held it in 11 quarters. The position peaked at $4K in Q3 2021. 30 funds tracked by Wall St. Rank hold HTEC as of Q1 2024.

Global Retirement Partners reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 14 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2024, an estimated $385.
Global Retirement Partners first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 11 quarters.
Global Retirement Partners's ROBO Global Healthcare Technology and Innovation ETF position peaked at $4K in Q3 2021.
30 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.