American Portfolios Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

American Portfolios Advisors’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
2022 Q3	$21.5K	Sell	633 -134	-17%	-$4.98K	﹤0.01%	2148
2022 Q2	$26.5K	Sell	767 -550	-42%	-$20.4K	﹤0.01%	2082
2022 Q1	$57.2K	Sell	1,317 -73	-5%	-$3.16K	﹤0.01%	1822
2021 Q4	$69K	Sell	1,390 -168	-11%	-$8.7K	﹤0.01%	1716
2021 Q3	$82.8K	Sell	1,558 -2,582	-62%	-$143K	﹤0.01%	1534
2021 Q2	$240K	Buy	4,140 +375	+10%	+$21.3K	0.01%	1036
2021 Q1	$216K	Buy	3,765 +3,248	+628%	+$199K	0.01%	988
2020 Q4	$29.9K	Buy	+517	New	+$27.8K	﹤0.01%	1632

Other funds holding HEAL

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

American Portfolios Advisors's HEAL Position: Q3 2022 in Review

American Portfolios Advisors reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 17% in Q3 2022, selling an estimated $4.98K and leaving 633 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

American Portfolios Advisors first reported a position in HEAL in Q4 2020 and has held it in 8 quarters since. The position peaked at $240K in Q2 2021. 51 funds tracked by Wall St. Rank hold HEAL as of Q3 2022.

American Portfolios Advisors held 633 shares of Global X Funds Global X HealthTech ETF worth $21.5K as of Q3 2022.
American Portfolios Advisors sold 134 Global X Funds Global X HealthTech ETF shares in Q3 2022, an estimated $4.98K.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2148 holding.
American Portfolios Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's Global X Funds Global X HealthTech ETF position peaked at $240K in Q2 2021.
51 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.