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 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

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 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

EverSource Wealth Advisors's HEAL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Global X Funds Global X HealthTech ETF (HEAL) stake by 2.8% in Q1 2026, buying an estimated $1.85K and bringing the position to 2,464 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

EverSource Wealth Advisors first reported a position in HEAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $70K in Q4 2025. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

EverSource Wealth Advisors held 2,464 shares of Global X Funds Global X HealthTech ETF worth $58.7K as of Q1 2026.
EverSource Wealth Advisors bought 68 Global X Funds Global X HealthTech ETF shares in Q1 2026, an estimated $1.85K.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1774 holding.
EverSource Wealth Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2025 and has held it in 3 quarters since.
EverSource Wealth Advisors's Global X Funds Global X HealthTech ETF position peaked at $70K in Q4 2025.
30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.