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
Q1 		$2.38K Hold
100
– – ﹤0.01% 4294
2025
Q4 		$2.92K Buy
+100
New +$3.12K ﹤0.01% 3974

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
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allworth Financial's HEAL Position: Q1 2026 in Review

Allworth Financial held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q1 2026 at 100 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

Allworth Financial first reported a position in HEAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.92K in Q4 2025. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

  • Allworth Financial held 100 shares of Global X Funds Global X HealthTech ETF worth $2.38K as of Q1 2026.
  • Allworth Financial left its Global X Funds Global X HealthTech ETF share count unchanged in Q1 2026.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4294 holding.
  • Allworth Financial first reported a position in Global X Funds Global X HealthTech ETF in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's Global X Funds Global X HealthTech ETF position peaked at $2.92K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.