Money Concepts Capital’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-17	Closed	-$579	–	3015
2022 Q4	$579	Buy	+17	New	+$598	﹤0.01%	2969
2022 Q2	–	Sell	-100	Closed	-$4K	–	2676
2022 Q1	$4K	Buy	+100	New	+$4.33K	﹤0.01%	2313

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

KAS

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

RJA

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

Money Concepts Capital's HEAL Position: Q1 2023 in Review

Money Concepts Capital sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2023, closing a stake of 17 shares — an estimated $579 sold.

Money Concepts Capital first reported a position in HEAL in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 52 funds tracked by Wall St. Rank hold HEAL as of Q1 2023.

Money Concepts Capital reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 17 Global X Funds Global X HealthTech ETF shares in Q1 2023, an estimated $579.
Money Concepts Capital first reported a position in Global X Funds Global X HealthTech ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Global X Funds Global X HealthTech ETF position peaked at $4K in Q1 2022.
52 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.