Janney Montgomery Scott’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Janney Montgomery Scott’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
2021 Q4	–	Sell	-10,635	Closed	-$485K	–	2393
2021 Q3	$485K	Buy	10,635 +813	+8%	+$38.7K	﹤0.01%	1676
2021 Q2	$473K	Sell	9,822 -1,341	-12%	-$60.9K	﹤0.01%	1668
2021 Q1	$490K	Buy	11,163 +2,588	+30%	+$120K	﹤0.01%	1570
2020 Q4	$375K	Buy	+8,575	New	+$335K	﹤0.01%	1742

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

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Janney Montgomery Scott's HTEC Position: Q4 2021 in Review

Janney Montgomery Scott sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2021, closing a stake of 10,635 shares — an estimated $485K sold.

Janney Montgomery Scott first reported a position in HTEC in Q4 2020 and held it in 4 quarters. The position peaked at $490K in Q1 2021. 48 funds tracked by Wall St. Rank hold HTEC as of Q4 2021.

Janney Montgomery Scott reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2021 after selling out during the quarter.
Janney Montgomery Scott sold 10,635 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2021, an estimated $485K.
Janney Montgomery Scott first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2020 and held it in 4 quarters.
Janney Montgomery Scott's ROBO Global Healthcare Technology and Innovation ETF position peaked at $490K in Q1 2021.
48 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.