Root Financial Partners
HEAL icon

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

Root Financial Partners’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
Q3 		$5.9K Buy
+200
New +$5.74K ﹤0.01% 2158

Other funds holding HEAL

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Root Financial Partners's HEAL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global X Funds Global X HealthTech ETF (HEAL) in Q3 2026: 200 shares worth $5.9K. The stake represents ﹤0.01% of the portfolio and ranks #2158 among its holdings.

5 funds tracked by Wall St. Rank hold HEAL as of Q3 2026.

  • Root Financial Partners held 200 shares of Global X Funds Global X HealthTech ETF worth $5.9K as of Q3 2026.
  • Global X Funds Global X HealthTech ETF was a new Root Financial Partners position in Q3 2026.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2158 holding.
  • 5 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.