LPL Financial
HTEC icon

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

LPL 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
Q1 		$741K Sell
22,426
-2,014
-8% -$71K ﹤0.01% 4425
2025
Q4 		$863K Buy
24,440
+7,136
+41% +$243K ﹤0.01% 4217
2025
Q3 		$534K Buy
17,304
+28
+0.2% +$829 ﹤0.01% 4566
2025
Q2 		$493K Sell
17,276
-456
-3% -$12.3K ﹤0.01% 4409
2025
Q1 		$485K Sell
17,732
-4,156
-19% -$122K ﹤0.01% 4205
2024
Q4 		$630K Sell
21,888
-4,433
-17% -$129K ﹤0.01% 3892
2024
Q3 		$782K Buy
26,321
+994
+4% +$28.5K ﹤0.01% 3619
2024
Q2 		$690K Sell
25,327
-475
-2% -$13K ﹤0.01% 3585
2024
Q1 		$733K Buy
25,802
+3,102
+14% +$86.5K ﹤0.01% 3448
2023
Q4 		$636K Sell
22,700
-1,469
-6% -$36.5K ﹤0.01% 3460
2023
Q3 		$611K Sell
24,169
-3,297
-12% -$93.7K ﹤0.01% 3309
2023
Q2 		$826K Sell
27,466
-4,913
-15% -$147K ﹤0.01% 3011
2023
Q1 		$965K Sell
32,379
-4,023
-11% -$121K ﹤0.01% 2786
2022
Q4 		$1.05M Sell
36,402
-4,062
-10% -$116K ﹤0.01% 2603
2022
Q3 		$1.09M Buy
40,464
+68
+0.2% +$2.08K ﹤0.01% 2462
2022
Q2 		$1.17M Buy
40,396
+2,784
+7% +$86.2K ﹤0.01% 2456
2022
Q1 		$1.37M Sell
37,612
-6,352
-14% -$235K ﹤0.01% 2347
2021
Q4 		$1.92M Buy
43,964
+2,734
+7% +$122K ﹤0.01% 2127
2021
Q3 		$1.88M Buy
41,230
+12,797
+45% +$609K ﹤0.01% 2096
2021
Q2 		$1.37M Buy
28,433
+8,812
+45% +$401K ﹤0.01% 2301
2021
Q1 		$861K Buy
19,621
+10,248
+109% +$476K ﹤0.01% 2528
2020
Q4 		$410K Buy
+9,373
New +$367K ﹤0.01% 2933

Other funds holding HTEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return

LPL Financial's HTEC Position: Q1 2026 in Review

LPL Financial reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 8.2% in Q1 2026, selling an estimated $71K and leaving 22,426 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #4425.

LPL Financial first reported a position in HTEC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.92M in Q4 2021. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

  • LPL Financial held 22,426 shares of ROBO Global Healthcare Technology and Innovation ETF worth $741K as of Q1 2026.
  • LPL Financial sold 2,014 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2026, an estimated $71K.
  • ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4425 holding.
  • LPL Financial first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's ROBO Global Healthcare Technology and Innovation ETF position peaked at $1.92M in Q4 2021.
  • 27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.