Sweet Financial Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Sweet Financial Partners’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 Q3	–	Sell	-8,030	Closed	-$219K	–	199
2024 Q2	$219K	Hold	8,030	–	–	0.05%	180
2024 Q1	$228K	Hold	8,030	–	–	0.05%	180
2023 Q4	$225K	Hold	8,030	–	–	0.05%	174
2023 Q3	$203K	Buy	+8,030	New	+$228K	0.05%	166

Other funds holding HTEC

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $203M AUM 40.16% 1-Year Est. Return

Sweet Financial Partners's HTEC Position: Q3 2024 in Review

Sweet Financial Partners sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2024, closing a stake of 8,030 shares — an estimated $219K sold.

Sweet Financial Partners first reported a position in HTEC in Q3 2023 and held it in 4 quarters. The position peaked at $228K in Q1 2024. 26 funds tracked by Wall St. Rank hold HTEC as of Q3 2024.

Sweet Financial Partners reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2024 after selling out during the quarter.
Sweet Financial Partners sold 8,030 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2024, an estimated $219K.
Sweet Financial Partners first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q3 2023 and held it in 4 quarters.
Sweet Financial Partners's ROBO Global Healthcare Technology and Innovation ETF position peaked at $228K in Q1 2024.
26 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.