Arete Wealth Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Arete Wealth 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
2023 Q4	–	Sell	-3,683	Closed	-$101K	–	773
2023 Q3	$101K	Sell	3,683 -244	-6%	-$7.81K	0.02%	468
2023 Q2	$137K	Hold	3,927	–	–	0.01%	618
2023 Q1	$138K	Buy	+3,927	New	+$141K	0.01%	595
2022 Q4	–	Sell	-4,285	Closed	-$145K	–	718
2022 Q3	$145K	Buy	+4,285	New	+$159K	0.01%	530
2022 Q2	–	Sell	-4,688	Closed	-$204K	–	575
2022 Q1	$204K	Buy	4,688 +389	+9%	+$16.8K	0.02%	478
2021 Q4	$213K	Buy	+4,299	New	+$223K	0.02%	461

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJA

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

Arete Wealth Advisors's HEAL Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2023, closing a stake of 3,683 shares — an estimated $101K sold.

Arete Wealth Advisors first reported a position in HEAL in Q4 2021 and held it in 6 quarters. The position peaked at $213K in Q4 2021. 43 funds tracked by Wall St. Rank hold HEAL as of Q4 2023.

Arete Wealth Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2023 after selling out during the quarter.
Arete Wealth Advisors sold 3,683 Global X Funds Global X HealthTech ETF shares in Q4 2023, an estimated $101K.
Arete Wealth Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q4 2021 and held it in 6 quarters.
Arete Wealth Advisors's Global X Funds Global X HealthTech ETF position peaked at $213K in Q4 2021.
43 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.