IFWM
HEAL

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

Institute for 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 		$8.5K Buy
+308
New +$7.8K ﹤0.01% 1353

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Institute for Wealth Management's HEAL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Global X Funds Global X HealthTech ETF (HEAL) in Q2 2026: 308 shares worth $8.5K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings.

10 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • Institute for Wealth Management held 308 shares of Global X Funds Global X HealthTech ETF worth $8.5K as of Q2 2026.
  • Global X Funds Global X HealthTech ETF was a new Institute for Wealth Management position in Q2 2026.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1353 holding.
  • 10 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.