Belpointe Asset Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-1,964	Closed	-$69.1K	–	3502
2023 Q1	$69.1K	Sell	1,964 -611	-24%	-$21.9K	﹤0.01%	1521
2022 Q4	$89.5K	Buy	+2,575	New	+$90.6K	0.01%	1293
2021 Q3	–	Sell	-4,445	Closed	-$257K	–	1253
2021 Q2	$257K	Buy	4,445 +1,111	+33%	+$63.2K	0.02%	731
2021 Q1	$192K	Buy	+3,334	New	+$204K	0.02%	767

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

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

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

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

RJA

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

Belpointe Asset Management's HEAL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2023, closing a stake of 1,964 shares — an estimated $69.1K sold.

Belpointe Asset Management first reported a position in HEAL in Q1 2021 and held it in 4 quarters. The position peaked at $257K in Q2 2021. 49 funds tracked by Wall St. Rank hold HEAL as of Q2 2023.

Belpointe Asset Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,964 Global X Funds Global X HealthTech ETF shares in Q2 2023, an estimated $69.1K.
Belpointe Asset Management first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 4 quarters.
Belpointe Asset Management's Global X Funds Global X HealthTech ETF position peaked at $257K in Q2 2021.
49 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.