LPL Financial
HEAL

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

LPL Financial’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 		$305K Buy
12,785
+5,067
+66% +$138K ﹤0.01% 5178
2025
Q4 		$225K Sell
7,718
-4,700
-38% -$147K ﹤0.01% 5373
2025
Q3 		$397K Sell
12,418
-8,308
-40% -$263K ﹤0.01% 4821
2025
Q2 		$678K Buy
20,726
+1,910
+10% +$57.7K ﹤0.01% 4112
2025
Q1 		$533K Sell
18,816
-739
-4% -$23.2K ﹤0.01% 4114
2024
Q4 		$577K Sell
19,555
-1,833
-9% -$54.5K ﹤0.01% 3967
2024
Q3 		$643K Buy
21,388
+10,525
+97% +$290K ﹤0.01% 3784
2024
Q2 		$285K Sell
10,863
-1,739
-14% -$47.4K ﹤0.01% 4310
2024
Q1 		$360K Sell
12,602
-2,923
-19% -$83.4K ﹤0.01% 4061
2023
Q4 		$471K Sell
15,525
-766
-5% -$20.6K ﹤0.01% 3712
2023
Q3 		$449K Sell
16,291
-3,193
-16% -$102K ﹤0.01% 3577
2023
Q2 		$680K Sell
19,484
-11,134
-36% -$387K ﹤0.01% 3182
2023
Q1 		$1.08M Buy
30,618
+1,202
+4% +$43.2K ﹤0.01% 2693
2022
Q4 		$1.02M Buy
29,416
+5,958
+25% +$210K ﹤0.01% 2625
2022
Q3 		$795K Buy
23,458
+327
+1% +$12.2K ﹤0.01% 2716
2022
Q2 		$799K Sell
23,131
-1,399
-6% -$52K ﹤0.01% 2778
2022
Q1 		$1.07M Sell
24,530
-7,207
-23% -$312K ﹤0.01% 2565
2021
Q4 		$1.57M Sell
31,737
-13,186
-29% -$683K ﹤0.01% 2269
2021
Q3 		$2.39M Buy
44,923
+4,404
+11% +$243K ﹤0.01% 1920
2021
Q2 		$2.35M Sell
40,519
-14,341
-26% -$815K ﹤0.01% 1844
2021
Q1 		$3.15M Buy
54,860
+33,238
+154% +$2.03M ﹤0.01% 1539
2020
Q4 		$1.25M Buy
+21,622
New +$1.16M ﹤0.01% 2012

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
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

LPL Financial's HEAL Position: Q1 2026 in Review

LPL Financial increased its Global X Funds Global X HealthTech ETF (HEAL) stake by 66% in Q1 2026, buying an estimated $138K and bringing the position to 12,785 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #5178.

LPL Financial first reported a position in HEAL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.15M in Q1 2021. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

  • LPL Financial held 12,785 shares of Global X Funds Global X HealthTech ETF worth $305K as of Q1 2026.
  • LPL Financial bought 5,067 Global X Funds Global X HealthTech ETF shares in Q1 2026, an estimated $138K.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5178 holding.
  • LPL Financial first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's Global X Funds Global X HealthTech ETF position peaked at $3.15M in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.