Stratos Wealth Partners’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Stratos Wealth 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
2022 Q3	–	Sell	-3,657	Closed	-$126K	–	1243
2022 Q2	$126K	Sell	3,657 -162	-4%	-$6.02K	﹤0.01%	1124
2022 Q1	$166K	Sell	3,819 -410	-10%	-$17.7K	﹤0.01%	1200
2021 Q4	$210K	Sell	4,229 -501	-11%	-$25.9K	﹤0.01%	1152
2021 Q3	$251K	Buy	4,730 +161	+4%	+$8.89K	0.01%	1008
2021 Q2	$265K	Buy	4,569 +744	+19%	+$42.3K	0.01%	1023
2021 Q1	$219K	Buy	+3,825	New	+$234K	0.01%	1005

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Partners's HEAL Position: Q3 2022 in Review

Stratos Wealth Partners sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2022, closing a stake of 3,657 shares — an estimated $126K sold.

Stratos Wealth Partners first reported a position in HEAL in Q1 2021 and held it in 6 quarters. The position peaked at $265K in Q2 2021. 51 funds tracked by Wall St. Rank hold HEAL as of Q3 2022.

Stratos Wealth Partners reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2022 after selling out during the quarter.
Stratos Wealth Partners sold 3,657 Global X Funds Global X HealthTech ETF shares in Q3 2022, an estimated $126K.
Stratos Wealth Partners first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 6 quarters.
Stratos Wealth Partners's Global X Funds Global X HealthTech ETF position peaked at $265K in Q2 2021.
51 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.