AWM
HEAL

Abound Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Abound Wealth Management’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02K Hold
73
– – ﹤0.01% 742
2026
Q1 		$1.74K Hold
73
– – ﹤0.01% 925
2025
Q4 		$2.13K Hold
73
– – ﹤0.01% 837
2025
Q3 		$2.33K Hold
73
– – ﹤0.01% 789
2025
Q2 		$2.4K Hold
73
– – ﹤0.01% 719
2025
Q1 		$2.08K Hold
73
– – ﹤0.01% 697
2024
Q4 		$2.16K Hold
73
– – ﹤0.01% 665
2024
Q3 		$2.21K Buy
+73
New +$2.01K ﹤0.01% 689

Other funds holding HEAL

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Abound Wealth Management's HEAL Position: Q2 2026 in Review

Abound Wealth Management held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q2 2026 at 73 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Abound Wealth Management first reported a position in HEAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.4K in Q2 2025. 9 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • Abound Wealth Management held 73 shares of Global X Funds Global X HealthTech ETF worth $2.02K as of Q2 2026.
  • Abound Wealth Management left its Global X Funds Global X HealthTech ETF share count unchanged in Q2 2026.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #742 holding.
  • Abound Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q3 2024 and has held it in 8 quarters since.
  • Abound Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $2.4K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.