Elevated Capital Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Elevated Capital Advisors’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
2026 Q3	$1.27K	Hold	43	–	–	﹤0.01%	735
2026 Q2	$1.19K	Hold	43	–	–	﹤0.01%	724
2026 Q1	$1.02K	Hold	43	–	–	﹤0.01%	734
2025 Q4	$1.26K	Buy	+43	New	+$1.34K	﹤0.01%	687
2024 Q1	–	Sell	-3,342	Closed	-$101K	–	188
2023 Q4	$101K	Buy	+3,342	New	+$89.7K	0.03%	172
2022 Q1	$203K	Buy	+4,663	New	+$202K	0.07%	174
2021 Q3	$235K	Buy	+4,416	New	+$244K	0.08%	165

Other funds holding HEAL

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Murphy & Mullick Capital Management Smithtown, New York $163M AUM 30.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Elevated Capital Advisors's HEAL Position: Q3 2026 in Review

Elevated Capital Advisors held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q3 2026 at 43 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Elevated Capital Advisors first reported a position in HEAL in Q3 2021 and has held it in 7 quarters since. The position peaked at $235K in Q3 2021. 16 funds tracked by Wall St. Rank hold HEAL as of Q3 2026.

Elevated Capital Advisors held 43 shares of Global X Funds Global X HealthTech ETF worth $1.27K as of Q3 2026.
Elevated Capital Advisors left its Global X Funds Global X HealthTech ETF share count unchanged in Q3 2026.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #735 holding.
Elevated Capital Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2021 and has held it in 7 quarters since.
Elevated Capital Advisors's Global X Funds Global X HealthTech ETF position peaked at $235K in Q3 2021.
16 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.