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

IFP 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
2026 Q2	–	Sell	-140	Closed	-$4.62K	–	5212
2026 Q1	$4.62K	Hold	140	–	–	﹤0.01%	3575
2025 Q4	$4.95K	Hold	140	–	–	﹤0.01%	3417
2025 Q3	$4.32K	Hold	140	–	–	﹤0.01%	3336
2025 Q2	$3.99K	Hold	140	–	–	﹤0.01%	3533
2025 Q1	$3.83K	Hold	140	–	–	﹤0.01%	2940
2024 Q4	$4.03K	Hold	140	–	–	﹤0.01%	2874
2024 Q3	$4.16K	Hold	140	–	–	﹤0.01%	2719
2024 Q2	$3.81K	Hold	140	–	–	﹤0.01%	2650
2024 Q1	$3.98K	Hold	140	–	–	﹤0.01%	2525
2023 Q4	$3.92K	Hold	140	–	–	﹤0.01%	2497
2023 Q3	$3.54K	Hold	140	–	–	﹤0.01%	2643
2023 Q2	$4.21K	Hold	140	–	–	﹤0.01%	2602
2023 Q1	$3.39K	Sell	140 -485	-78%	-$14.6K	﹤0.01%	2717
2022 Q4	$15K	Buy	625 +3	+0.5%	+$86	﹤0.01%	3110
2022 Q3	$15K	Buy	622 +142	+30%	+$4.34K	﹤0.01%	3327
2022 Q2	$12K	Hold	480	–	–	﹤0.01%	3254
2022 Q1	$12K	Buy	480 +330	+220%	+$12.2K	﹤0.01%	3254
2021 Q4	$6K	Sell	150 -200	-57%	-$8.93K	﹤0.01%	2415
2021 Q3	$16K	Buy	350 +250	+250%	+$11.9K	﹤0.01%	2083
2021 Q2	$5K	Buy	+100	New	+$4.54K	﹤0.01%	2466

Other funds holding HTEC

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFP Advisors's HTEC Position: Q2 2026 in Review

IFP Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q2 2026, closing a stake of 140 shares — an estimated $4.62K sold.

IFP Advisors first reported a position in HTEC in Q2 2021 and held it in 20 quarters. The position peaked at $16K in Q3 2021. 28 funds tracked by Wall St. Rank hold HTEC as of Q2 2026.

IFP Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 140 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2026, an estimated $4.62K.
IFP Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2021 and held it in 20 quarters.
IFP Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $16K in Q3 2021.
28 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.