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

Janiczek 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
2024 Q2	$228	Hold	9	–	–	﹤0.01%	1039
2024 Q1	$248	Hold	9	–	–	﹤0.01%	1041
2023 Q4	$264	Hold	9	–	–	﹤0.01%	1039
2023 Q3	$239	Hold	9	–	–	﹤0.01%	1021
2023 Q2	$303	Hold	9	–	–	﹤0.01%	940
2023 Q1	$307	Hold	9	–	–	﹤0.01%	940
2022 Q4	$317	Hold	9	–	–	﹤0.01%	949
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1072
2022 Q2	$0	Hold	9	–	–	﹤0.01%	1093
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1094
2021 Q4	$0	Hold	9	–	–	﹤0.01%	1108
2021 Q3	$0	Hold	9	–	–	﹤0.01%	1042
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	885
2021 Q1	$0	Buy	+9	New	+$551	﹤0.01%	893

Other funds holding HEAL

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

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

Janiczek Wealth Management's HEAL Position: Q2 2024 in Review

Janiczek Wealth Management held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q2 2024 at 9 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Janiczek Wealth Management first reported a position in HEAL in Q1 2021 and has held it in 14 quarters since. The position peaked at $1K in Q2 2021. 31 funds tracked by Wall St. Rank hold HEAL as of Q2 2024.

Janiczek Wealth Management held 9 shares of Global X Funds Global X HealthTech ETF worth $228 as of Q2 2024.
Janiczek Wealth Management left its Global X Funds Global X HealthTech ETF share count unchanged in Q2 2024.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1039 holding.
Janiczek Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $1K in Q2 2021.
31 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.