IA
HEAL

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

IFP 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
2022
Q1 		– Sell
-667
Closed -$33K – 4603
2021
Q4 		$33K Hold
667
– – ﹤0.01% 1730
2021
Q3 		$35K Sell
667
-440
-40% -$24.3K ﹤0.01% 1738
2021
Q2 		$65K Hold
1,107
– – ﹤0.01% 1408
2021
Q1 		$64K Sell
1,107
-221
-17% -$13.5K ﹤0.01% 1355
2020
Q4 		$78K Buy
1,328
+475
+56% +$25.6K ﹤0.01% 1255
2020
Q3 		$43K Buy
+853
New +$41.1K ﹤0.01% 1350

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's HEAL Position: Q1 2022 in Review

IFP Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2022, closing a stake of 667 shares — an estimated $33K sold.

IFP Advisors first reported a position in HEAL in Q3 2020 and held it in 6 quarters. The position peaked at $78K in Q4 2020. 60 funds tracked by Wall St. Rank hold HEAL as of Q1 2022.

  • IFP Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 667 Global X Funds Global X HealthTech ETF shares in Q1 2022, an estimated $33K.
  • IFP Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and held it in 6 quarters.
  • IFP Advisors's Global X Funds Global X HealthTech ETF position peaked at $78K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.