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 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 $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

EIP

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

IFP Advisors's HTEC Position: Q1 2026 in Review

IFP Advisors held its ROBO Global Healthcare Technology and Innovation ETF (HTEC) position steady in Q1 2026 at 140 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

IFP Advisors first reported a position in HTEC in Q2 2021 and has held it in 20 quarters since. The position peaked at $16K in Q3 2021. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

IFP Advisors held 140 shares of ROBO Global Healthcare Technology and Innovation ETF worth $4.62K as of Q1 2026.
IFP Advisors left its ROBO Global Healthcare Technology and Innovation ETF share count unchanged in Q1 2026.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3575 holding.
IFP Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2021 and has held it in 20 quarters since.
IFP Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $16K in Q3 2021.
27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.