Steward Partners Investment Advisory’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Steward Partners Investment Advisory’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	-34	Closed	-$979	–	4077
2024 Q4	$979	Buy	+34	New	+$992	﹤0.01%	3755
2023 Q4	–	Sell	-15	Closed	-$379	–	3516
2023 Q3	$379	Sell	15 -4	-21%	-$114	﹤0.01%	3261
2023 Q2	$572	Hold	19	–	–	﹤0.01%	3184
2023 Q1	$566	Sell	19 -32	-63%	-$963	﹤0.01%	3165
2022 Q4	$1.47K	Sell	51 -59	-54%	-$1.69K	﹤0.01%	3080
2022 Q3	$3K	Sell	110 -28	-20%	-$856	﹤0.01%	2940
2022 Q2	$4K	Sell	138 -1,491	-92%	-$46.2K	﹤0.01%	2834
2022 Q1	$59K	Sell	1,629 -1,699	-51%	-$62.9K	﹤0.01%	1835
2021 Q4	$145K	Buy	3,328 +51	+2%	+$2.28K	﹤0.01%	1440
2021 Q3	$149K	Sell	3,277 -10	-0.3%	-$476	﹤0.01%	1391
2021 Q2	$158K	Buy	3,287 +80	+2%	+$3.64K	﹤0.01%	1723
2021 Q1	$141K	Buy	3,207 +797	+33%	+$37.1K	﹤0.01%	1448
2020 Q4	$105K	Buy	2,410 +2,115	+717%	+$82.7K	﹤0.01%	1340
2020 Q3	$10K	Buy	+295	New	+$9.91K	﹤0.01%	2140

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

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 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 Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Steward Partners Investment Advisory's HTEC Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2025, closing a stake of 34 shares — an estimated $979 sold.

Steward Partners Investment Advisory first reported a position in HTEC in Q3 2020 and held it in 14 quarters. The position peaked at $158K in Q2 2021. 21 funds tracked by Wall St. Rank hold HTEC as of Q1 2025.

Steward Partners Investment Advisory reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 34 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2025, an estimated $979.
Steward Partners Investment Advisory first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q3 2020 and held it in 14 quarters.
Steward Partners Investment Advisory's ROBO Global Healthcare Technology and Innovation ETF position peaked at $158K in Q2 2021.
21 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.