Raymond James Financial
HEAL

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

Raymond James 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
Q2 		$271K Sell
9,828
-554
-5% -$14K ﹤0.01% 4876
2026
Q1 		$247K Buy
10,382
+1,063
+11% +$28.9K ﹤0.01% 4767
2025
Q4 		$272K Buy
9,319
+761
+9% +$23.7K ﹤0.01% 4640
2025
Q3 		$274K Buy
8,558
+886
+12% +$28K ﹤0.01% 4461
2025
Q2 		$251K Sell
7,672
-7,544
-50% -$228K ﹤0.01% 4399
2025
Q1 		$431K Buy
15,216
+8,109
+114% +$255K ﹤0.01% 4020
2024
Q4 		$210K Buy
+7,107
New +$211K ﹤0.01% 4382

Other funds holding HEAL

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial's HEAL Position: Q2 2026 in Review

Raymond James Financial reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 5.3% in Q2 2026, selling an estimated $14K and leaving 9,828 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #4876.

Raymond James Financial first reported a position in HEAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $431K in Q1 2025. 28 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • Raymond James Financial held 9,828 shares of Global X Funds Global X HealthTech ETF worth $271K as of Q2 2026.
  • Raymond James Financial sold 554 Global X Funds Global X HealthTech ETF shares in Q2 2026, an estimated $14K.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4876 holding.
  • Raymond James Financial first reported a position in Global X Funds Global X HealthTech ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Global X Funds Global X HealthTech ETF position peaked at $431K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.