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Jackson Financial Management’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Jackson Financial Management’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
2019
Q4 		$381K Buy
+14,375
New +$358K 0.2% 36

Other funds holding HTEC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Financial Management's HTEC Position: Q4 2019 in Review

Jackson Financial Management opened a new position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2019: 14,375 shares worth $381K. The stake represents 0.2% of the portfolio and ranks #36 among its holdings.

6 funds tracked by Wall St. Rank hold HTEC as of Q4 2019.

  • Jackson Financial Management held 14,375 shares of ROBO Global Healthcare Technology and Innovation ETF worth $381K as of Q4 2019.
  • ROBO Global Healthcare Technology and Innovation ETF was a new Jackson Financial Management position in Q4 2019.
  • ROBO Global Healthcare Technology and Innovation ETF made up 0.2% of Jackson Financial Management's portfolio in Q4 2019, its #36 holding.
  • 6 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.