IAGL
HEAL

Innovative Advisory Group, LLC’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Innovative Advisory Group, LLC’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
2025
Q2 		– Sell
-10
Closed -$284 – 265
2025
Q1 		$284 Hold
10
– – ﹤0.01% 219
2024
Q4 		$295 Buy
+10
New +$298 ﹤0.01% 210

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Innovative Advisory Group, LLC's HEAL Position: Q2 2025 in Review

Innovative Advisory Group, LLC sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2025, closing a stake of 10 shares — an estimated $284 sold.

Innovative Advisory Group, LLC first reported a position in HEAL in Q4 2024 and held it in 2 quarters. The position peaked at $295 in Q4 2024. 25 funds tracked by Wall St. Rank hold HEAL as of Q2 2025.

  • Innovative Advisory Group, LLC reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 10 Global X Funds Global X HealthTech ETF shares in Q2 2025, an estimated $284.
  • Innovative Advisory Group, LLC first reported a position in Global X Funds Global X HealthTech ETF in Q4 2024 and held it in 2 quarters.
  • Innovative Advisory Group, LLC's Global X Funds Global X HealthTech ETF position peaked at $295 in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2025, filed 23 Sep 2026.