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

HighTower 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
2023 Q2	–	Sell	-3,492	Closed	-$124K	–	3751
2023 Q1	$124K	Hold	3,492	–	–	﹤0.01%	2894
2022 Q4	$121K	Sell	3,492 -266	-7%	-$9.36K	﹤0.01%	2911
2022 Q3	$126K	Sell	3,758 -784	-17%	-$29.1K	﹤0.01%	2717
2022 Q2	$157K	Sell	4,542 -1,333	-23%	-$49.5K	﹤0.01%	2687
2022 Q1	$253K	Hold	5,875	–	–	﹤0.01%	2656
2021 Q4	$292K	Sell	5,875 -833	-12%	-$43.1K	﹤0.01%	2489
2021 Q3	$359K	Sell	6,708 -1,734	-21%	-$95.8K	﹤0.01%	2296
2021 Q2	$486K	Sell	8,442 -6,565	-44%	-$373K	﹤0.01%	2070
2021 Q1	$860K	Buy	15,007 +6,289	+72%	+$385K	﹤0.01%	1662
2020 Q4	$503K	Buy	8,718 +3,335	+62%	+$179K	﹤0.01%	1646
2020 Q3	$269K	Buy	+5,383	New	+$260K	﹤0.01%	1894

Other funds holding HEAL

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

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors's HEAL Position: Q2 2023 in Review

HighTower Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2023, closing a stake of 3,492 shares — an estimated $124K sold.

HighTower Advisors first reported a position in HEAL in Q3 2020 and held it in 11 quarters. The position peaked at $860K in Q1 2021. 49 funds tracked by Wall St. Rank hold HEAL as of Q2 2023.

HighTower Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2023 after selling out during the quarter.
HighTower Advisors sold 3,492 Global X Funds Global X HealthTech ETF shares in Q2 2023, an estimated $124K.
HighTower Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and held it in 11 quarters.
HighTower Advisors's Global X Funds Global X HealthTech ETF position peaked at $860K in Q1 2021.
49 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.