Activest Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Activest Wealth Management’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,235	Closed	-$161K	–	400
2022 Q4	$161K	Buy	8,235 +405	+5%	+$8.16K	0.05%	100
2022 Q3	$159K	Buy	+7,830	New	+$185K	0.05%	96
2022 Q1	–	Sell	-394	Closed	-$16K	–	347
2021 Q4	$16K	Hold	394	–	–	0.01%	182
2021 Q3	$19K	Hold	394	–	–	0.01%	178
2021 Q2	$19K	Hold	394	–	–	0.01%	150
2021 Q1	$17K	Buy	+394	New	+$18.5K	0.01%	153

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Activest Wealth Management's FINX Position: Q1 2023 in Review

Activest Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 8,235 shares — an estimated $161K sold.

Activest Wealth Management first reported a position in FINX in Q1 2021 and held it in 6 quarters. The position peaked at $161K in Q4 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Activest Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Activest Wealth Management sold 8,235 Global X FinTech ETF shares in Q1 2023, an estimated $161K.
Activest Wealth Management first reported a position in Global X FinTech ETF in Q1 2021 and held it in 6 quarters.
Activest Wealth Management's Global X FinTech ETF position peaked at $161K in Q4 2022.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.