Harbour Investments’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Harbour Investments’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 Q3	–	Sell	-50	Closed	-$1.5K	–	3047
2023 Q2	$1.5K	Hold	50	–	–	﹤0.01%	2620
2023 Q1	$1.49K	Hold	50	–	–	﹤0.01%	2617
2022 Q4	$1.44K	Hold	50	–	–	﹤0.01%	2595
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	2586
2022 Q2	$1K	Buy	+50	New	+$1.55K	﹤0.01%	2586
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	2402
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	3310
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	3384
2021 Q1	$2K	Buy	+50	New	+$2.33K	﹤0.01%	3220

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

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

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

Harbour Investments's HTEC Position: Q3 2023 in Review

Harbour Investments sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2023, closing a stake of 50 shares — an estimated $1.5K sold.

Harbour Investments first reported a position in HTEC in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 32 funds tracked by Wall St. Rank hold HTEC as of Q3 2023.

Harbour Investments reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2023 after selling out during the quarter.
Harbour Investments sold 50 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2023, an estimated $1.5K.
Harbour Investments first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 9 quarters.
Harbour Investments's ROBO Global Healthcare Technology and Innovation ETF position peaked at $2K in Q4 2021.
32 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.