Strategic Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Strategic Wealth Management’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 Q4	$1.68M	Hold	33,794	–	–	0.83%	42
2021 Q3	$1.8M	Buy	33,794 +2,150	+7%	+$119K	0.93%	39
2021 Q2	$1.83M	Sell	31,644 -4,331	-12%	-$246K	0.99%	36
2021 Q1	$2.06M	Hold	35,975	–	–	1.24%	31
2020 Q4	$2.08M	Hold	35,975	–	–	1.28%	34
2020 Q3	$1.81M	Buy	+35,975	New	+$1.73M	1.35%	30

Other funds holding HEAL

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Strategic Wealth Management's HEAL Position: Q4 2021 in Review

Strategic Wealth Management held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q4 2021 at 33,794 shares worth $1.68M. The position accounts for 0.83% of the portfolio, ranked #42.

Strategic Wealth Management first reported a position in HEAL in Q3 2020 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2020. 71 funds tracked by Wall St. Rank hold HEAL as of Q4 2021.

Strategic Wealth Management held 33,794 shares of Global X Funds Global X HealthTech ETF worth $1.68M as of Q4 2021.
Strategic Wealth Management left its Global X Funds Global X HealthTech ETF share count unchanged in Q4 2021.
Global X Funds Global X HealthTech ETF made up 0.83% of Strategic Wealth Management's portfolio in Q4 2021, its #42 holding.
Strategic Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and has held it in 6 quarters since.
Strategic Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $2.08M in Q4 2020.
71 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.