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 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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Raymond James Financial's HEAL Position: Q1 2026 in Review

Raymond James Financial increased its Global X Funds Global X HealthTech ETF (HEAL) stake by 11% in Q1 2026, buying an estimated $28.9K and bringing the position to 10,382 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #4767.

Raymond James Financial first reported a position in HEAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $431K in Q1 2025. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

Raymond James Financial held 10,382 shares of Global X Funds Global X HealthTech ETF worth $247K as of Q1 2026.
Raymond James Financial bought 1,063 Global X Funds Global X HealthTech ETF shares in Q1 2026, an estimated $28.9K.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4767 holding.
Raymond James Financial first reported a position in Global X Funds Global X HealthTech ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Global X Funds Global X HealthTech ETF position peaked at $431K in Q1 2025.
30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.