Future Financial Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-466	Closed	-$14.9K	–	465
2025 Q3	$14.9K	Sell	466 -1	-0.2%	-$32	0.01%	356
2025 Q2	$15.3K	Hold	467	–	–	0.01%	345
2025 Q1	$13.2K	Hold	467	–	–	0.01%	350
2024 Q4	$13.8K	Hold	467	–	–	0.01%	348
2024 Q3	$14K	Buy	+467	New	+$12.9K	0.01%	365
2024 Q2	–	Sell	-467	Closed	-$13.3K	–	497
2024 Q1	$13.3K	Buy	+467	New	+$13.3K	0.01%	385
2022 Q2	–	Sell	-800	Closed	-$35K	–	510
2022 Q1	$35K	Sell	800 -67	-8%	-$2.9K	0.03%	313
2021 Q4	$43K	Sell	867 -16,402	-95%	-$849K	0.03%	292
2021 Q3	$1M	Hold	17,269	–	–	1.03%	34
2021 Q2	$1M	Buy	+17,269	New	+$982K	1.03%	34

Other funds holding HEAL

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

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

WWM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Future Financial Wealth Management's HEAL Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2025, closing a stake of 466 shares — an estimated $14.9K sold.

Future Financial Wealth Management first reported a position in HEAL in Q2 2021 and held it in 10 quarters. The position peaked at $1M in Q3 2021. 28 funds tracked by Wall St. Rank hold HEAL as of Q4 2025.

Future Financial Wealth Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 466 Global X Funds Global X HealthTech ETF shares in Q4 2025, an estimated $14.9K.
Future Financial Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q2 2021 and held it in 10 quarters.
Future Financial Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $1M in Q3 2021.
28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.