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

Phoenix 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
2022 Q2	–	Sell	-8,213	Closed	-$357K	–	436
2022 Q1	$357K	Hold	8,213	–	–	0.01%	322
2021 Q4	$407K	Sell	8,213 -409	-5%	-$21.2K	0.01%	302
2021 Q3	$458K	Sell	8,622 -1,180	-12%	-$65.2K	0.01%	331
2021 Q2	$568K	Sell	9,802 -54,422	-85%	-$3.09M	0.01%	272
2021 Q1	$3.68M	Buy	+64,224	New	+$3.93M	0.08%	168

Other funds holding HEAL

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

KAS

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

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

Phoenix Financial's HEAL Position: Q2 2022 in Review

Phoenix Financial sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2022, closing a stake of 8,213 shares — an estimated $357K sold.

Phoenix Financial first reported a position in HEAL in Q1 2021 and held it in 5 quarters. The position peaked at $3.68M in Q1 2021. 55 funds tracked by Wall St. Rank hold HEAL as of Q2 2022.

Phoenix Financial reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2022 after selling out during the quarter.
Phoenix Financial sold 8,213 Global X Funds Global X HealthTech ETF shares in Q2 2022, an estimated $357K.
Phoenix Financial first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 5 quarters.
Phoenix Financial's Global X Funds Global X HealthTech ETF position peaked at $3.68M in Q1 2021.
55 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.