Aspire Private Capital’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Aspire Private Capital’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
2024 Q3	–	Sell	-186	Closed	-$4.88K	–	726
2024 Q2	$4.88K	Sell	186 -34	-15%	-$926	﹤0.01%	471
2024 Q1	$6.28K	Sell	220 -12	-5%	-$343	﹤0.01%	458
2023 Q4	$7.05K	Sell	232 -60	-21%	-$1.61K	﹤0.01%	433
2023 Q3	$8.03K	Hold	292	–	–	﹤0.01%	422
2023 Q2	$10.2K	Sell	292 -35	-11%	-$1.22K	﹤0.01%	381
2023 Q1	$11.5K	Sell	327 -61	-16%	-$2.19K	﹤0.01%	354
2022 Q4	$13.5K	Buy	388 +154	+66%	+$5.42K	﹤0.01%	325
2022 Q3	$8K	Sell	234 -49	-17%	-$1.82K	﹤0.01%	376
2022 Q2	$10K	Sell	283 -20	-7%	-$743	﹤0.01%	353
2022 Q1	$13K	Buy	303 +254	+518%	+$11K	﹤0.01%	328
2021 Q4	$2K	Buy	+49	New	+$2.54K	﹤0.01%	552

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

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

RJA

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

Aspire Private Capital's HEAL Position: Q3 2024 in Review

Aspire Private Capital sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2024, closing a stake of 186 shares — an estimated $4.88K sold.

Aspire Private Capital first reported a position in HEAL in Q4 2021 and held it in 11 quarters. The position peaked at $13.5K in Q4 2022. 36 funds tracked by Wall St. Rank hold HEAL as of Q3 2024.

Aspire Private Capital reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2024 after selling out during the quarter.
Aspire Private Capital sold 186 Global X Funds Global X HealthTech ETF shares in Q3 2024, an estimated $4.88K.
Aspire Private Capital first reported a position in Global X Funds Global X HealthTech ETF in Q4 2021 and held it in 11 quarters.
Aspire Private Capital's Global X Funds Global X HealthTech ETF position peaked at $13.5K in Q4 2022.
36 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2024.

Based on Aspire Private Capital's 13F filing for Q3 2024, filed 25 Oct 2024.