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

Larson Financial 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
2026 Q1	$2.17K	Hold	91	–	–	﹤0.01%	2938
2025 Q4	$2.66K	Hold	91	–	–	﹤0.01%	2703
2025 Q3	$2.91K	Hold	91	–	–	﹤0.01%	2555
2025 Q2	$2.99K	Hold	91	–	–	﹤0.01%	2277
2025 Q1	$2.59K	Hold	91	–	–	﹤0.01%	2091
2024 Q4	$2.69K	Hold	91	–	–	﹤0.01%	1817
2024 Q3	$2.75K	Hold	91	–	–	﹤0.01%	1798
2024 Q2	$2.4K	Hold	91	–	–	﹤0.01%	1566
2024 Q1	$2.61K	Hold	91	–	–	﹤0.01%	1323
2023 Q4	$2.77K	Hold	91	–	–	﹤0.01%	1309
2023 Q3	$2.52K	Hold	91	–	–	﹤0.01%	1317
2023 Q2	$3.19K	Hold	91	–	–	﹤0.01%	1186
2023 Q1	$3.21K	Hold	91	–	–	﹤0.01%	1165
2022 Q4	$3.17K	Hold	91	–	–	﹤0.01%	1119
2022 Q3	$3K	Hold	91	–	–	﹤0.01%	1080
2022 Q2	$3K	Hold	91	–	–	﹤0.01%	992
2022 Q1	$4K	Hold	91	–	–	﹤0.01%	843
2021 Q4	$5K	Hold	91	–	–	﹤0.01%	831
2021 Q3	$5K	Buy	+91	New	+$5.03K	﹤0.01%	701

Other funds holding HEAL

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Larson Financial Group's HEAL Position: Q1 2026 in Review

Larson Financial Group held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q1 2026 at 91 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Larson Financial Group first reported a position in HEAL in Q3 2021 and has held it in 19 quarters since. The position peaked at $5K in Q4 2021. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

Larson Financial Group held 91 shares of Global X Funds Global X HealthTech ETF worth $2.17K as of Q1 2026.
Larson Financial Group left its Global X Funds Global X HealthTech ETF share count unchanged in Q1 2026.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2938 holding.
Larson Financial Group first reported a position in Global X Funds Global X HealthTech ETF in Q3 2021 and has held it in 19 quarters since.
Larson Financial Group's Global X Funds Global X HealthTech ETF position peaked at $5K in Q4 2021.
30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.