Tidal Investments’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Tidal Investments’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
2021 Q4	–	Sell	-11,071	Closed	-$505K	–	1033
2021 Q3	$505K	Sell	11,071 -753	-6%	-$35.8K	0.02%	511
2021 Q2	$570K	Buy	11,824 +4,655	+65%	+$212K	0.02%	397
2021 Q1	$315K	Buy	7,169 +1,245	+21%	+$57.9K	0.01%	404
2020 Q4	$258K	Sell	5,924 -56	-0.9%	-$2.19K	0.02%	345
2020 Q3	$209K	Buy	+5,980	New	+$201K	0.03%	224

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

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

MIFH

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Tidal Investments's HTEC Position: Q4 2021 in Review

Tidal Investments sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2021, closing a stake of 11,071 shares — an estimated $505K sold.

Tidal Investments first reported a position in HTEC in Q3 2020 and held it in 5 quarters. The position peaked at $570K in Q2 2021. 48 funds tracked by Wall St. Rank hold HTEC as of Q4 2021.

Tidal Investments reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2021 after selling out during the quarter.
Tidal Investments sold 11,071 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2021, an estimated $505K.
Tidal Investments first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q3 2020 and held it in 5 quarters.
Tidal Investments's ROBO Global Healthcare Technology and Innovation ETF position peaked at $570K in Q2 2021.
48 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2021.

Based on Tidal Investments's 13F filing for Q4 2021, filed 16 Feb 2022.