Concourse Financial Group Securities’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-136	Closed	-$4.88K	–	2454
2022 Q4	$4.71K	Hold	136	–	–	﹤0.01%	1868
2022 Q3	$5K	Hold	136	–	–	﹤0.01%	1659
2022 Q2	$5K	Buy	136 +110	+423%	+$4.09K	﹤0.01%	1874
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	2141
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	2339
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	2369
2021 Q2	$2K	Buy	+26	New	+$1.48K	﹤0.01%	2235

Other funds holding HEAL

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concourse Financial Group Securities's HEAL Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2023, closing a stake of 136 shares — an estimated $4.88K sold.

Concourse Financial Group Securities first reported a position in HEAL in Q2 2021 and held it in 7 quarters. The position peaked at $5K in Q3 2022. 52 funds tracked by Wall St. Rank hold HEAL as of Q1 2023.

Concourse Financial Group Securities reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 136 Global X Funds Global X HealthTech ETF shares in Q1 2023, an estimated $4.88K.
Concourse Financial Group Securities first reported a position in Global X Funds Global X HealthTech ETF in Q2 2021 and held it in 7 quarters.
Concourse Financial Group Securities's Global X Funds Global X HealthTech ETF position peaked at $5K in Q3 2022.
52 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.