KAS
HEAL

Kestra Advisory Services’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Kestra Advisory Services’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 		– Sell
-28,089
Closed -$801K – 2700
2024
Q1 		$801K Hold
28,089
– – 0.01% 1380
2023
Q4 		$853K Sell
28,089
-57
-0.2% -$1.53K 0.01% 1209
2023
Q3 		$775K Buy
28,146
+477
+2% +$15.3K 0.01% 1124
2023
Q2 		$965K Sell
27,669
-6,607
-19% -$230K 0.01% 996
2023
Q1 		$1.21M Sell
34,276
-34,206
-50% -$1.23M 0.01% 857
2022
Q4 		$2.38M Sell
68,482
-15,054
-18% -$530K 0.02% 675
2022
Q3 		$2.83M Buy
83,536
+10,377
+14% +$386K 0.03% 541
2022
Q2 		$2.53M Sell
73,159
-1,951
-3% -$72.5K 0.03% 584
2022
Q1 		$3.26M Buy
75,110
+10,196
+16% +$441K 0.03% 506
2021
Q4 		$3.22M Buy
64,914
+43,595
+204% +$2.26M 0.03% 520
2021
Q3 		$1.13M Buy
21,319
+15,164
+246% +$838K 0.01% 953
2021
Q2 		$356K Sell
6,155
-968
-14% -$55K ﹤0.01% 1468
2021
Q1 		$409K Sell
7,123
-1,883
-21% -$115K 0.01% 1285
2020
Q4 		$522K Buy
9,006
+3,246
+56% +$175K 0.01% 1183
2020
Q3 		$292K Buy
+5,760
New +$278K 0.01% 1130

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Advisory Services's HEAL Position: Q2 2024 in Review

Kestra Advisory Services sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2024, closing a stake of 28,089 shares — an estimated $801K sold.

Kestra Advisory Services first reported a position in HEAL in Q3 2020 and held it in 15 quarters. The position peaked at $3.26M in Q1 2022. 31 funds tracked by Wall St. Rank hold HEAL as of Q2 2024.

  • Kestra Advisory Services reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 28,089 Global X Funds Global X HealthTech ETF shares in Q2 2024, an estimated $801K.
  • Kestra Advisory Services first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and held it in 15 quarters.
  • Kestra Advisory Services's Global X Funds Global X HealthTech ETF position peaked at $3.26M in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2024.

Based on Kestra Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.