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

Visionary Wealth 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
2020
Q4 		– Sell
-14,432
Closed -$505K – 296
2020
Q3 		$505K Buy
14,432
+1,673
+13% +$56.2K 0.07% 157
2020
Q2 		$393K Buy
+12,759
New +$359K 0.06% 157

Other funds holding HTEC

UBS Group
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GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Visionary Wealth Advisors's HTEC Position: Q4 2020 in Review

Visionary Wealth Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2020, closing a stake of 14,432 shares — an estimated $505K sold.

Visionary Wealth Advisors first reported a position in HTEC in Q2 2020 and held it in 2 quarters. The position peaked at $505K in Q3 2020. 25 funds tracked by Wall St. Rank hold HTEC as of Q4 2020.

  • Visionary Wealth Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2020 after selling out during the quarter.
  • Visionary Wealth Advisors sold 14,432 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2020, an estimated $505K.
  • Visionary Wealth Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2020 and held it in 2 quarters.
  • Visionary Wealth Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $505K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2020.

Based on Visionary Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.