Cetera Investment Advisers’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Cetera Investment Advisers’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
2025 Q3	–	Sell	-15,931	Closed	-$521K	–	4694
2025 Q2	$521K	Sell	15,931 -981	-6%	-$29.6K	﹤0.01%	2940
2025 Q1	$479K	Buy	16,912 +458	+3%	+$14.4K	﹤0.01%	2880
2024 Q4	$485K	Buy	16,454 +1,663	+11%	+$49.5K	﹤0.01%	2705
2024 Q3	$445K	Sell	14,791 -7,227	-33%	-$199K	﹤0.01%	2740
2024 Q2	$578K	Buy	22,018 +5,574	+34%	+$152K	﹤0.01%	2480
2024 Q1	$469K	Buy	+16,444	New	+$469K	﹤0.01%	2649

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers's HEAL Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2025, closing a stake of 15,931 shares — an estimated $521K sold.

Cetera Investment Advisers first reported a position in HEAL in Q1 2024 and held it in 6 quarters. The position peaked at $578K in Q2 2024. 30 funds tracked by Wall St. Rank hold HEAL as of Q3 2025.

Cetera Investment Advisers reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2025 after selling out during the quarter.
Cetera Investment Advisers sold 15,931 Global X Funds Global X HealthTech ETF shares in Q3 2025, an estimated $521K.
Cetera Investment Advisers first reported a position in Global X Funds Global X HealthTech ETF in Q1 2024 and held it in 6 quarters.
Cetera Investment Advisers's Global X Funds Global X HealthTech ETF position peaked at $578K in Q2 2024.
30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.