Lindbrook Capital’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Lindbrook Capital’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
2025 Q1	$6.15K	Sell	225 -120	-35%	-$3.53K	﹤0.01%	1870
2024 Q4	$9.93K	Sell	345 -4,500	-93%	-$131K	﹤0.01%	1655
2024 Q3	$144K	Hold	4,845	–	–	0.01%	461
2024 Q2	$132K	Hold	4,845	–	–	0.01%	453
2024 Q1	$138K	Hold	4,845	–	–	0.01%	449
2023 Q4	$136K	Hold	4,845	–	–	0.01%	436
2023 Q3	$122K	Hold	4,845	–	–	0.01%	416
2023 Q2	$146K	Hold	4,845	–	–	0.02%	398
2023 Q1	$144K	Hold	4,845	–	–	0.02%	385
2022 Q4	$140K	Hold	4,845	–	–	0.02%	407
2022 Q3	$131K	Sell	4,845 -1,500	-24%	-$45.8K	0.02%	374
2022 Q2	$184K	Hold	6,345	–	–	0.03%	301
2022 Q1	$231K	Sell	6,345 -500	-7%	-$18.5K	0.04%	261
2021 Q4	$298K	Buy	+6,845	New	+$306K	0.05%	232

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EIP

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

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

MIFH

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

CNWM

Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lindbrook Capital's HTEC Position: Q1 2025 in Review

Lindbrook Capital reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 35% in Q1 2025, selling an estimated $3.53K and leaving 225 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Lindbrook Capital first reported a position in HTEC in Q4 2021 and has held it in 14 quarters since. The position peaked at $298K in Q4 2021. 21 funds tracked by Wall St. Rank hold HTEC as of Q1 2025.

Lindbrook Capital held 225 shares of ROBO Global Healthcare Technology and Innovation ETF worth $6.15K as of Q1 2025.
Lindbrook Capital sold 120 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2025, an estimated $3.53K.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1870 holding.
Lindbrook Capital first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's ROBO Global Healthcare Technology and Innovation ETF position peaked at $298K in Q4 2021.
21 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.