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

SFI 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
Q1 		– Sell
-22,749
Closed -$638K – 85
2023
Q4 		$638K Buy
+22,749
New +$565K 0.54% 42

Other funds holding HTEC

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI Advisors's HTEC Position: Q1 2024 in Review

SFI Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2024, closing a stake of 22,749 shares — an estimated $638K sold.

SFI Advisors first reported a position in HTEC in Q4 2023 and held it in 1 quarter. The position peaked at $638K in Q4 2023. 30 funds tracked by Wall St. Rank hold HTEC as of Q1 2024.

  • SFI Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • SFI Advisors sold 22,749 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2024, an estimated $638K.
  • SFI Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2023 and held it in 1 quarter.
  • SFI Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $638K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2024.

Based on SFI Advisors's 13F filing for Q1 2024, filed 13 May 2024.