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

IHT 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
2026 Q2	$764K	Sell	27,677 -760	-3%	-$19.3K	0.02%	685
2026 Q1	$678K	Buy	+28,437	New	+$773K	0.02%	715
2023 Q4	–	Sell	-4,094	Closed	-$113K	–	1039
2023 Q3	$113K	Sell	4,094 -800	-16%	-$25.6K	0.01%	920
2023 Q2	$171K	Hold	4,894	–	–	0.01%	900
2023 Q1	$172K	Sell	4,894 -225	-4%	-$8.08K	0.01%	869
2022 Q4	$178K	Hold	5,119	–	–	0.01%	830
2022 Q3	$173K	Hold	5,119	–	–	0.01%	792
2022 Q2	$177K	Buy	5,119 +225	+5%	+$8.36K	0.02%	674
2022 Q1	$213K	Hold	4,894	–	–	0.02%	688
2021 Q4	$243K	Buy	+4,894	New	+$253K	0.02%	689
2021 Q3	–	Sell	-3,744	Closed	-$217K	–	987
2021 Q2	$217K	Buy	3,744 +284	+8%	+$16.1K	0.01%	842
2021 Q1	$198K	Buy	+3,460	New	+$212K	0.01%	779

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IHT Wealth Management's HEAL Position: Q2 2026 in Review

IHT Wealth Management reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 2.7% in Q2 2026, selling an estimated $19.3K and leaving 27,677 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #685.

IHT Wealth Management first reported a position in HEAL in Q1 2021 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

IHT Wealth Management held 27,677 shares of Global X Funds Global X HealthTech ETF worth $764K as of Q2 2026.
IHT Wealth Management sold 760 Global X Funds Global X HealthTech ETF shares in Q2 2026, an estimated $19.3K.
Global X Funds Global X HealthTech ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #685 holding.
IHT Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and has held it in 12 quarters since.
28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.