Advocacy Wealth Management Services’s Global X MSCI China Financials ETF CHIX Stock Holding History

Advocacy Wealth Management Services’s Portfolio CHIX Stock Details CHIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-406	Closed	-$6K	–	237
2021 Q4	$6K	Sell	406 -291	-42%	-$4.18K	﹤0.01%	131
2021 Q3	$10K	Hold	697	–	–	﹤0.01%	122
2021 Q2	$11K	Hold	697	–	–	﹤0.01%	136
2021 Q1	$11K	Sell	697 -698	-50%	-$11.4K	﹤0.01%	119
2020 Q4	$21K	Sell	1,395 -157,938	-99%	-$2.4M	﹤0.01%	89
2020 Q3	$2.24M	Buy	159,333 +97,447	+157%	+$1.45M	0.36%	29
2020 Q2	$853K	Buy	+61,886	New	+$851K	0.17%	37

Other funds holding CHIX

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

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

PIMH

Prudence Investment Management (HK) 12 Harcourt Road Central, Hong Kong $78.2M AUM 52.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Advocacy Wealth Management Services's CHIX Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Global X MSCI China Financials ETF (CHIX) in Q1 2022, closing a stake of 406 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in CHIX in Q2 2020 and held it in 7 quarters. The position peaked at $2.24M in Q3 2020. 23 funds tracked by Wall St. Rank hold CHIX as of Q1 2022.

Advocacy Wealth Management Services reported no remaining Global X MSCI China Financials ETF position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 406 Global X MSCI China Financials ETF shares in Q1 2022, an estimated $6K.
Advocacy Wealth Management Services first reported a position in Global X MSCI China Financials ETF in Q2 2020 and held it in 7 quarters.
Advocacy Wealth Management Services's Global X MSCI China Financials ETF position peaked at $2.24M in Q3 2020.
23 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.