SIS
HEAL

Sound Income Strategies’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Sound Income Strategies’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 		– Sell
-116
Closed -$2.77K – 2548
2026
Q1 		$2.77K Hold
116
– – ﹤0.01% 2060
2025
Q4 		$3.55K Buy
+116
New +$3.62K ﹤0.01% 1952

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Sound Income Strategies's HEAL Position: Q2 2026 in Review

Sound Income Strategies sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2026, closing a stake of 116 shares — an estimated $2.77K sold.

Sound Income Strategies first reported a position in HEAL in Q4 2025 and held it in 2 quarters. The position peaked at $3.55K in Q4 2025. 9 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • Sound Income Strategies reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 116 Global X Funds Global X HealthTech ETF shares in Q2 2026, an estimated $2.77K.
  • Sound Income Strategies first reported a position in Global X Funds Global X HealthTech ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Global X Funds Global X HealthTech ETF position peaked at $3.55K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.