Joseph P. Lucia & Associates’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-1,323	Closed	-$46K	–	461
2022 Q2	$46K	Hold	1,323	–	–	0.03%	189
2022 Q1	$57K	Buy	+1,323	New	+$57.3K	0.03%	185
2021 Q4	–	Sell	-5,109	Closed	-$272K	–	575
2021 Q3	$272K	Sell	5,109 -374	-7%	-$20.7K	0.16%	109
2021 Q2	$317K	Sell	5,483 -794	-13%	-$45.1K	0.19%	101
2021 Q1	$360K	Buy	6,277 +1,101	+21%	+$67.4K	0.16%	90
2020 Q4	$299K	Buy	+5,176	New	+$278K	0.21%	90

Other funds holding HEAL

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

RJA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Joseph P. Lucia & Associates's HEAL Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2022, closing a stake of 1,323 shares — an estimated $46K sold.

Joseph P. Lucia & Associates first reported a position in HEAL in Q4 2020 and held it in 6 quarters. The position peaked at $360K in Q1 2021. 51 funds tracked by Wall St. Rank hold HEAL as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,323 Global X Funds Global X HealthTech ETF shares in Q3 2022, an estimated $46K.
Joseph P. Lucia & Associates first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and held it in 6 quarters.
Joseph P. Lucia & Associates's Global X Funds Global X HealthTech ETF position peaked at $360K in Q1 2021.
51 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.