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
Q2 		$629K Sell
16,857
-5,569
-25% -$191K ﹤0.01% 4826
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial's HTEC Position: Q2 2026 in Review

LPL Financial reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 25% in Q2 2026, selling an estimated $191K and leaving 16,857 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #4826.

LPL Financial first reported a position in HTEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.92M in Q4 2021. 28 funds tracked by Wall St. Rank hold HTEC as of Q2 2026.

  • LPL Financial held 16,857 shares of ROBO Global Healthcare Technology and Innovation ETF worth $629K as of Q2 2026.
  • LPL Financial sold 5,569 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2026, an estimated $191K.
  • ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4826 holding.
  • LPL Financial first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's ROBO Global Healthcare Technology and Innovation ETF position peaked at $1.92M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.