WANY
HEAL

Wealthspire Advisors (New York)’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Wealthspire Advisors (New York)’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
-17
Closed -$544 – 3054
2025
Q3 		$544 Buy
+17
New +$537 ﹤0.01% 2826

Other funds holding HEAL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s HEAL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2025, closing a stake of 17 shares — an estimated $544 sold.

Wealthspire Advisors (New York) first reported a position in HEAL in Q3 2025 and held it in 1 quarter. The position peaked at $544 in Q3 2025. 28 funds tracked by Wall St. Rank hold HEAL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 17 Global X Funds Global X HealthTech ETF shares in Q4 2025, an estimated $544.
  • Wealthspire Advisors (New York) first reported a position in Global X Funds Global X HealthTech ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Global X Funds Global X HealthTech ETF position peaked at $544 in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.