Guardian Wealth Advisors (North Carolina)’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-200	Closed	-$5.96K	–	423
2023 Q1	$5.96K	Buy	+200	New	+$6.02K	﹤0.01%	354

Other funds holding HTEC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s HTEC Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q2 2023, closing a stake of 200 shares — an estimated $5.96K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in HTEC in Q1 2023 and held it in 1 quarter. The position peaked at $5.96K in Q1 2023. 35 funds tracked by Wall St. Rank hold HTEC as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 200 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2023, an estimated $5.96K.
Guardian Wealth Advisors (North Carolina) first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2023 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s ROBO Global Healthcare Technology and Innovation ETF position peaked at $5.96K in Q1 2023.
35 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.