Integrated Wealth Concepts’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Integrated Wealth Concepts’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	$3.64K	Buy	+132	New	+$3.35K	﹤0.01%	5120

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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

Integrated Wealth Concepts's HEAL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Global X Funds Global X HealthTech ETF (HEAL) in Q2 2026: 132 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #5120 among its holdings.

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

Integrated Wealth Concepts held 132 shares of Global X Funds Global X HealthTech ETF worth $3.64K as of Q2 2026.
Global X Funds Global X HealthTech ETF was a new Integrated Wealth Concepts position in Q2 2026.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5120 holding.
28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.