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

LifeSteps Financial’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 Q3	–	Sell	-125	Closed	-$4.66K	–	368
2026 Q2	$4.66K	Buy	+125	New	+$4.29K	﹤0.01%	549

Other funds holding HTEC

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Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LifeSteps Financial's HTEC Position: Q3 2026 in Review

LifeSteps Financial sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2026, closing a stake of 125 shares — an estimated $4.66K sold.

LifeSteps Financial first reported a position in HTEC in Q2 2026 and held it in 1 quarter. The position peaked at $4.66K in Q2 2026. 6 funds tracked by Wall St. Rank hold HTEC as of Q3 2026.

LifeSteps Financial reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2026 after selling out during the quarter.
LifeSteps Financial sold 125 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2026, an estimated $4.66K.
LifeSteps Financial first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2026 and held it in 1 quarter.
LifeSteps Financial's ROBO Global Healthcare Technology and Innovation ETF position peaked at $4.66K in Q2 2026.
6 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.