AF
HEAL

Allworth Financial’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Allworth Financial’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 		– Sell
-100
Closed -$2.38K – 5457
2026
Q1 		$2.38K Hold
100
– – ﹤0.01% 4294
2025
Q4 		$2.92K Buy
+100
New +$3.12K ﹤0.01% 3974

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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Allworth Financial's HEAL Position: Q2 2026 in Review

Allworth Financial sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2026, closing a stake of 100 shares — an estimated $2.38K sold.

Allworth Financial first reported a position in HEAL in Q4 2025 and held it in 2 quarters. The position peaked at $2.92K in Q4 2025. 28 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • Allworth Financial reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 100 Global X Funds Global X HealthTech ETF shares in Q2 2026, an estimated $2.38K.
  • Allworth Financial first reported a position in Global X Funds Global X HealthTech ETF in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's Global X Funds Global X HealthTech ETF position peaked at $2.92K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.