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 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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

Elevated Capital Advisors's HEAL Position: Q1 2026 in Review

Elevated Capital Advisors held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q1 2026 at 43 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Elevated Capital Advisors first reported a position in HEAL in Q3 2021 and has held it in 5 quarters since. The position peaked at $235K in Q3 2021. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

Elevated Capital Advisors held 43 shares of Global X Funds Global X HealthTech ETF worth $1.02K as of Q1 2026.
Elevated Capital Advisors left its Global X Funds Global X HealthTech ETF share count unchanged in Q1 2026.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #734 holding.
Elevated Capital Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2021 and has held it in 5 quarters since.
Elevated Capital Advisors's Global X Funds Global X HealthTech ETF position peaked at $235K in Q3 2021.
30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.