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

AE 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 Q1	$24.2K	Sell	1,017 -41	-4%	-$1.11K	﹤0.01%	2110
2025 Q4	$30.9K	Hold	1,058	–	–	﹤0.01%	1939
2025 Q3	$33.8K	Sell	1,058 -164	-13%	-$5.18K	﹤0.01%	1797
2025 Q2	$40K	Buy	1,222 +1,181	+2,880%	+$35.7K	﹤0.01%	1641
2025 Q1	$1.17K	Hold	41	–	–	﹤0.01%	2064
2024 Q4	$1.22K	Buy	+41	New	+$1.22K	﹤0.01%	2026
2021 Q3	–	Sell	-5,834	Closed	-$338K	–	1732
2021 Q2	$338K	Buy	+5,834	New	+$332K	﹤0.01%	1294

Other funds holding HEAL

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AE Wealth Management's HEAL Position: Q1 2026 in Review

AE Wealth Management reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 3.9% in Q1 2026, selling an estimated $1.11K and leaving 1,017 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

AE Wealth Management first reported a position in HEAL in Q2 2021 and has held it in 7 quarters since. The position peaked at $338K in Q2 2021. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

AE Wealth Management held 1,017 shares of Global X Funds Global X HealthTech ETF worth $24.2K as of Q1 2026.
AE Wealth Management sold 41 Global X Funds Global X HealthTech ETF shares in Q1 2026, an estimated $1.11K.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2110 holding.
AE Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q2 2021 and has held it in 7 quarters since.
AE Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $338K in Q2 2021.
30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.