Carson Wealth (CWM LLC)’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	–	Sell	-833	Closed	-$25K	–	4815
2023 Q4	$25K	Hold	833	–	–	﹤0.01%	2641
2023 Q3	$23K	Hold	833	–	–	﹤0.01%	2616
2023 Q2	$29K	Hold	833	–	–	﹤0.01%	2402
2023 Q1	$29K	Hold	833	–	–	﹤0.01%	2256
2022 Q4	$29K	Hold	833	–	–	﹤0.01%	2120
2022 Q3	$28K	Sell	833 -900	-52%	-$33.5K	﹤0.01%	2018
2022 Q2	$60K	Sell	1,733 -600	-26%	-$22.3K	﹤0.01%	1548
2022 Q1	$101K	Sell	2,333 -3,707	-61%	-$160K	﹤0.01%	1323
2021 Q4	$300K	Buy	+6,040	New	+$313K	﹤0.01%	867
2021 Q2	$1.32M	Hold	22,762	–	–	0.01%	519
2021 Q1	$1.32M	Hold	22,762	–	–	0.01%	519
2020 Q4	$1.32M	Hold	22,762	–	–	0.01%	519
2020 Q3	$1.32M	Buy	+22,762	New	+$1.1M	0.01%	519

Other funds holding HEAL

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

KAS

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEAL Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2024, closing a stake of 833 shares — an estimated $25K sold.

Carson Wealth (CWM LLC) first reported a position in HEAL in Q3 2020 and held it in 13 quarters. The position peaked at $1.32M in Q2 2021. 38 funds tracked by Wall St. Rank hold HEAL as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 833 Global X Funds Global X HealthTech ETF shares in Q1 2024, an estimated $25K.
Carson Wealth (CWM LLC) first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s Global X Funds Global X HealthTech ETF position peaked at $1.32M in Q2 2021.
38 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.