Intrepid Financial Planning Group’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Intrepid Financial Planning Group’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
2024 Q4	–	Sell	-3,435	Closed	-$103K	–	132
2024 Q3	$103K	Hold	3,435	–	–	0.04%	120
2024 Q2	$90.2K	Hold	3,435	–	–	0.04%	120
2024 Q1	$98K	Hold	3,435	–	–	0.04%	121
2023 Q4	$104K	Hold	3,435	–	–	0.05%	115
2023 Q3	$94.6K	Sell	3,435 -230	-6%	-$7.37K	0.05%	113
2023 Q2	$128K	Sell	3,665 -32	-0.9%	-$1.11K	0.06%	114
2023 Q1	$130K	Sell	3,697 -161	-4%	-$5.78K	0.07%	112
2022 Q4	$134K	Sell	3,858 -260	-6%	-$9.15K	0.07%	105
2022 Q3	$140K	Sell	4,118 -312	-7%	-$11.6K	0.08%	97
2022 Q2	$153K	Buy	+4,430	New	+$165K	0.08%	96

Other funds holding HEAL

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intrepid Financial Planning Group's HEAL Position: Q4 2024 in Review

Intrepid Financial Planning Group sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2024, closing a stake of 3,435 shares — an estimated $103K sold.

Intrepid Financial Planning Group first reported a position in HEAL in Q2 2022 and held it in 10 quarters. The position peaked at $153K in Q2 2022. 28 funds tracked by Wall St. Rank hold HEAL as of Q4 2024.

Intrepid Financial Planning Group reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2024 after selling out during the quarter.
Intrepid Financial Planning Group sold 3,435 Global X Funds Global X HealthTech ETF shares in Q4 2024, an estimated $103K.
Intrepid Financial Planning Group first reported a position in Global X Funds Global X HealthTech ETF in Q2 2022 and held it in 10 quarters.
Intrepid Financial Planning Group's Global X Funds Global X HealthTech ETF position peaked at $153K in Q2 2022.
28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q4 2024, filed 10 Feb 2025.