NewEdge Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

NewEdge 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
2024 Q2	–	Sell	-226	Closed	-$6.42K	–	3889
2024 Q1	$6.42K	Hold	226	–	–	﹤0.01%	3050
2023 Q4	$6.33K	Hold	226	–	–	﹤0.01%	3037
2023 Q3	$5.71K	Sell	226 -500	-69%	-$14.2K	﹤0.01%	2765
2023 Q2	$21.8K	Hold	726	–	–	﹤0.01%	2361
2023 Q1	$21.6K	Sell	726 -540	-43%	-$16.3K	﹤0.01%	2311
2022 Q4	$15.6K	Buy	+1,266	New	+$36.2K	﹤0.01%	2210
2021 Q3	–	Sell	-8,435	Closed	-$406K	–	1173
2021 Q2	$406K	Sell	8,435 -1,345	-14%	-$61.1K	0.01%	802
2021 Q1	$429K	Buy	+9,780	New	+$455K	0.01%	701

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIFH

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's HTEC Position: Q2 2024 in Review

NewEdge Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q2 2024, closing a stake of 226 shares — an estimated $6.42K sold.

NewEdge Advisors first reported a position in HTEC in Q1 2021 and held it in 8 quarters. The position peaked at $429K in Q1 2021. 26 funds tracked by Wall St. Rank hold HTEC as of Q2 2024.

NewEdge Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 226 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2024, an estimated $6.42K.
NewEdge Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 8 quarters.
NewEdge Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $429K in Q1 2021.
26 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.