EWA
HEAL

EverSource Wealth Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

EverSource Wealth 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
Q2 		$27.9K Sell
1,010
-1,454
-59% -$36.8K ﹤0.01% 2196
2026
Q1 		$58.7K Buy
2,464
+68
+3% +$1.85K ﹤0.01% 1774
2025
Q4 		$70K Buy
2,396
+2,387
+26,522% +$74.5K ﹤0.01% 1511
2025
Q3 		$288 Buy
+9
New +$284 ﹤0.01% 4054

Other funds holding HEAL

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EverSource Wealth Advisors's HEAL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 59% in Q2 2026, selling an estimated $36.8K and leaving 1,010 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

EverSource Wealth Advisors first reported a position in HEAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $70K in Q4 2025. 28 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • EverSource Wealth Advisors held 1,010 shares of Global X Funds Global X HealthTech ETF worth $27.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,454 Global X Funds Global X HealthTech ETF shares in Q2 2026, an estimated $36.8K.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2196 holding.
  • EverSource Wealth Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Global X Funds Global X HealthTech ETF position peaked at $70K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.