Valley National Advisers’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Valley National Advisers’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
2025 Q4	–	Sell	-48	Closed	-$1K	–	957
2025 Q3	$1K	Hold	48	–	–	﹤0.01%	840
2025 Q2	$1K	Hold	48	–	–	﹤0.01%	809
2025 Q1	$1K	Hold	48	–	–	﹤0.01%	813
2024 Q4	$1K	Hold	48	–	–	﹤0.01%	769
2024 Q3	$1K	Hold	48	–	–	﹤0.01%	732
2024 Q2	$1K	Hold	48	–	–	﹤0.01%	1158
2024 Q1	$1K	Hold	48	–	–	﹤0.01%	1203
2023 Q4	$1K	Sell	48 -137	-74%	-$3.68K	﹤0.01%	1177
2023 Q3	$5K	Hold	185	–	–	﹤0.01%	717
2023 Q2	$7K	Hold	185	–	–	﹤0.01%	664
2023 Q1	$7K	Hold	185	–	–	﹤0.01%	656
2022 Q4	$6K	Hold	185	–	–	﹤0.01%	661
2022 Q3	$6K	Hold	185	–	–	﹤0.01%	667
2022 Q2	$7K	Hold	185	–	–	﹤0.01%	632
2022 Q1	$8K	Hold	185	–	–	﹤0.01%	638
2021 Q4	$9K	Hold	185	–	–	﹤0.01%	626
2021 Q3	$10K	Hold	185	–	–	﹤0.01%	585
2021 Q2	$11K	Hold	185	–	–	﹤0.01%	572
2021 Q1	$11K	Hold	185	–	–	﹤0.01%	531
2020 Q4	$11K	Buy	185 +48	+35%	+$2.58K	﹤0.01%	516
2020 Q3	$7K	Buy	+137	New	+$6.61K	﹤0.01%	527

Other funds holding HEAL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Valley National Advisers's HEAL Position: Q4 2025 in Review

Valley National Advisers sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2025, closing a stake of 48 shares — an estimated $1K sold.

Valley National Advisers first reported a position in HEAL in Q3 2020 and held it in 21 quarters. The position peaked at $11K in Q2 2021. 28 funds tracked by Wall St. Rank hold HEAL as of Q4 2025.

Valley National Advisers reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2025 after selling out during the quarter.
Valley National Advisers sold 48 Global X Funds Global X HealthTech ETF shares in Q4 2025, an estimated $1K.
Valley National Advisers first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and held it in 21 quarters.
Valley National Advisers's Global X Funds Global X HealthTech ETF position peaked at $11K in Q2 2021.
28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.