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New Wave Wealth Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

New Wave Wealth Advisors’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 		– Sell
-20
Closed -$576 – 371
2024
Q4 		$576 Buy
+20
New +$584 ﹤0.01% 662

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New Wave Wealth Advisors's HTEC Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2025, closing a stake of 20 shares — an estimated $576 sold.

New Wave Wealth Advisors first reported a position in HTEC in Q4 2024 and held it in 1 quarter. The position peaked at $576 in Q4 2024. 21 funds tracked by Wall St. Rank hold HTEC as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 20 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2025, an estimated $576.
  • New Wave Wealth Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $576 in Q4 2024.
  • 21 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.