Uptrend on the daily chart: above its 50- and 200-day averages · 50-day above the 200-day · SuperTrend up since Oct 5 · above the Ichimoku cloud · RSI 53 · MACD above its signal
None of the 29 investors followed here reported a position in HEAL in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a HEAL trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.6 | -6.5 | -10.5 | 5.9 | -0.8 | 10.2 | -2.5 | 10.1 | -0.3 | -0.0 | +1.0% | ||
| 2025 | 11.3 | -4.1 | -9.9 | 2.1 | 8.4 | 4.3 | -4.5 | 0.8 | 1.4 | -0.7 | 0.0 | -8.0 | −0.9% |
| 2024 | -7.7 | 1.8 | 0.0 | -7.5 | 3.0 | -3.4 | 4.7 | 2.3 | 6.9 | -6.0 | 11.3 | -6.2 | −2.9% |
| 2023 | 7.9 | -6.6 | 0.5 | 0.2 | -5.5 | 4.8 | 3.1 | -13.6 | -11.4 | -11.1 | 9.3 | 13.5 | −12.6% |
| 2022 | -12.0 | -0.8 | 0.3 | -14.3 | -3.9 | -3.4 | 10.3 | -3.6 | -7.8 | 3.4 | 4.5 | -5.1 | −30.0% |
| 2021 | 6.2 | -1.6 | -5.1 | 3.3 | -6.8 | 4.9 | -4.5 | 0.3 | -4.2 | 3.2 | -10.8 | 1.4 | −14.2% |
| 2020 | 4.6 | 3.1 | -3.2 | 13.3 | 4.6 | +23.7% |
The underlying index is designed to provide exposure to exchange-listed companies that are positioned to benefit from further advances in the field of healthcare technology and the applications thereof, as determined by the index administrator. The principal investment strategy of the fund will be to invest at least 80% of its total assets, plus borrowings for investment purposes (if any), in the securities of the underlying index. The fund is non-diversified.