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

Insight 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
2025 Q1	–	Sell	-5,325	Closed	-$158K	–	305
2024 Q4	$158K	Sell	5,325 -4,264	-44%	-$127K	0.03%	284
2024 Q3	$288K	Sell	9,589 -4,722	-33%	-$130K	0.05%	235
2024 Q2	$376K	Sell	14,311 -9,315	-39%	-$254K	0.07%	198
2024 Q1	$674K	Sell	23,626 -11,353	-32%	-$324K	0.13%	120
2023 Q4	$1.06M	Sell	34,979 -5,314	-13%	-$143K	0.22%	78
2023 Q3	$1.11M	Buy	40,293 +6,321	+19%	+$202K	0.25%	66
2023 Q2	$1.19M	Buy	33,972 +24,742	+268%	+$860K	0.26%	64
2023 Q1	$325K	Buy	+9,230	New	+$332K	0.08%	210

Other funds holding HEAL

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Insight Advisors's HEAL Position: Q1 2025 in Review

Insight Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2025, closing a stake of 5,325 shares — an estimated $158K sold.

Insight Advisors first reported a position in HEAL in Q1 2023 and held it in 8 quarters. The position peaked at $1.19M in Q2 2023. 25 funds tracked by Wall St. Rank hold HEAL as of Q1 2025.

Insight Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2025 after selling out during the quarter.
Insight Advisors sold 5,325 Global X Funds Global X HealthTech ETF shares in Q1 2025, an estimated $158K.
Insight Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q1 2023 and held it in 8 quarters.
Insight Advisors's Global X Funds Global X HealthTech ETF position peaked at $1.19M in Q2 2023.
25 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.