PWM
HEAL

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

Prosperity Wealth Management’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
Q3 		– Sell
-9,833
Closed -$343K – 187
2023
Q2 		$343K Buy
+9,833
New +$342K 0.22% 74

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prosperity Wealth Management's HEAL Position: Q3 2023 in Review

Prosperity Wealth Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2023, closing a stake of 9,833 shares — an estimated $343K sold.

Prosperity Wealth Management first reported a position in HEAL in Q2 2023 and held it in 1 quarter. The position peaked at $343K in Q2 2023. 49 funds tracked by Wall St. Rank hold HEAL as of Q3 2023.

  • Prosperity Wealth Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 9,833 Global X Funds Global X HealthTech ETF shares in Q3 2023, an estimated $343K.
  • Prosperity Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q2 2023 and held it in 1 quarter.
  • Prosperity Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $343K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2023.

Based on Prosperity Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.