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

Levy Wealth Management 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 Q2	–	Sell	-5,095	Closed	-$155K	–	108
2024 Q1	$155K	Hold	5,095	–	–	0.04%	104
2023 Q4	$155K	Hold	5,095	–	–	0.04%	104
2023 Q3	$140K	Buy	5,095 +63	+1%	+$2.02K	0.04%	107
2023 Q2	$176K	Sell	5,032 -62	-1%	-$2.16K	0.05%	108
2023 Q1	$179K	Sell	5,094 -63	-1%	-$2.26K	0.06%	106
2022 Q4	$179K	Hold	5,157	–	–	0.06%	93
2022 Q3	$175K	Buy	5,157 +183	+4%	+$6.8K	0.08%	80
2022 Q2	$172K	Buy	+4,974	New	+$185K	0.08%	67

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Levy Wealth Management Group's HEAL Position: Q2 2024 in Review

Levy Wealth Management Group sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2024, closing a stake of 5,095 shares — an estimated $155K sold.

Levy Wealth Management Group first reported a position in HEAL in Q2 2022 and held it in 8 quarters. The position peaked at $179K in Q4 2022. 31 funds tracked by Wall St. Rank hold HEAL as of Q2 2024.

Levy Wealth Management Group reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2024 after selling out during the quarter.
Levy Wealth Management Group sold 5,095 Global X Funds Global X HealthTech ETF shares in Q2 2024, an estimated $155K.
Levy Wealth Management Group first reported a position in Global X Funds Global X HealthTech ETF in Q2 2022 and held it in 8 quarters.
Levy Wealth Management Group's Global X Funds Global X HealthTech ETF position peaked at $179K in Q4 2022.
31 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2024.

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