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

Raymond James 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	$612K	Buy	18,530 +6,986	+61%	+$246K	﹤0.01%	4216
2025 Q4	$408K	Sell	11,544 -276	-2%	-$9.4K	﹤0.01%	4396
2025 Q3	$365K	Sell	11,820 -15	-0.1%	-$444	﹤0.01%	4301
2025 Q2	$338K	Sell	11,835 -4	-0%	-$108	﹤0.01%	4231
2025 Q1	$324K	Sell	11,839 -8	-0.1%	-$236	﹤0.01%	4179
2024 Q4	$341K	Buy	+11,847	New	+$346K	﹤0.01%	4110

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial's HTEC Position: Q1 2026 in Review

Raymond James Financial increased its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 61% in Q1 2026, buying an estimated $246K and bringing the position to 18,530 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #4216.

Raymond James Financial first reported a position in HTEC in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

Raymond James Financial held 18,530 shares of ROBO Global Healthcare Technology and Innovation ETF worth $612K as of Q1 2026.
Raymond James Financial bought 6,986 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2026, an estimated $246K.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4216 holding.
Raymond James Financial first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2024 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.