Sowell Financial Services’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Sowell Financial Services’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
2023 Q1	–	Sell	-10,197	Closed	-$294K	–	793
2022 Q4	$294K	Buy	+10,197	New	+$291K	0.02%	490
2021 Q2	–	Sell	-9,495	Closed	-$423K	–	1496
2021 Q1	$423K	Buy	9,495 +3,113	+49%	+$145K	0.01%	717
2020 Q4	$279K	Buy	6,382 +3,130	+96%	+$122K	0.01%	725
2020 Q3	$114K	Buy	+3,252	New	+$109K	0.01%	931

Other funds holding HTEC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sowell Financial Services's HTEC Position: Q1 2023 in Review

Sowell Financial Services sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2023, closing a stake of 10,197 shares — an estimated $294K sold.

Sowell Financial Services first reported a position in HTEC in Q3 2020 and held it in 4 quarters. The position peaked at $423K in Q1 2021. 43 funds tracked by Wall St. Rank hold HTEC as of Q1 2023.

Sowell Financial Services reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 10,197 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2023, an estimated $294K.
Sowell Financial Services first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q3 2020 and held it in 4 quarters.
Sowell Financial Services's ROBO Global Healthcare Technology and Innovation ETF position peaked at $423K in Q1 2021.
43 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.