WWA
HEAL

WCG Wealth Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

WCG Wealth Advisors’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
Q1 		– Sell
-10,416
Closed -$307K – 331
2024
Q4 		$307K Sell
10,416
-964
-8% -$28.7K 0.02% 286
2024
Q3 		$342K Buy
+11,380
New +$314K 0.02% 294

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WCG Wealth Advisors's HEAL Position: Q1 2025 in Review

WCG Wealth Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2025, closing a stake of 10,416 shares — an estimated $307K sold.

WCG Wealth Advisors first reported a position in HEAL in Q3 2024 and held it in 2 quarters. The position peaked at $342K in Q3 2024. 25 funds tracked by Wall St. Rank hold HEAL as of Q1 2025.

  • WCG Wealth Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,416 Global X Funds Global X HealthTech ETF shares in Q1 2025, an estimated $307K.
  • WCG Wealth Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2024 and held it in 2 quarters.
  • WCG Wealth Advisors's Global X Funds Global X HealthTech ETF position peaked at $342K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.