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	–	2846
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

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Zurich Cantonal Bank

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return