SFS
HEAL

Sowell Financial Services’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-307
Closed -$17K – 2841
2021
Q1 		$17K Hold
307
– – ﹤0.01% 2125
2020
Q4 		$18K Hold
307
– – ﹤0.01% 1787
2020
Q3 		$15K Buy
+307
New +$14.8K ﹤0.01% 1685

Other funds holding HEAL

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

Sowell Financial Services's HEAL Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2021, closing a stake of 307 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in HEAL in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q4 2020. 61 funds tracked by Wall St. Rank hold HEAL as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 307 Global X Funds Global X HealthTech ETF shares in Q2 2021, an estimated $17K.
  • Sowell Financial Services first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Global X Funds Global X HealthTech ETF position peaked at $18K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.