Ahrens Investment Partners’s Global X FinTech ETF FINX Stock Holding History

Ahrens Investment Partners’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
2022 Q3	–	Sell	-1,000	Closed	-$21K	–	425
2022 Q2	$21K	Hold	1,000	–	–	0.01%	490
2022 Q1	$32K	Hold	1,000	–	–	0.01%	498
2021 Q4	$40K	Sell	1,000 -11,710	-92%	-$555K	0.02%	452
2021 Q3	$610K	Buy	+12,710	New	+$622K	0.29%	88
2020 Q1	–	Sell	-7,950	Closed	-$242K	–	148
2019 Q4	$242K	Buy	+7,950	New	+$233K	0.1%	139

Other funds holding FINX

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

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

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

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

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

BWFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ahrens Investment Partners's FINX Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Ahrens Investment Partners first reported a position in FINX in Q4 2019 and held it in 5 quarters. The position peaked at $610K in Q3 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Ahrens Investment Partners reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
Ahrens Investment Partners sold 1,000 Global X FinTech ETF shares in Q3 2022, an estimated $21K.
Ahrens Investment Partners first reported a position in Global X FinTech ETF in Q4 2019 and held it in 5 quarters.
Ahrens Investment Partners's Global X FinTech ETF position peaked at $610K in Q3 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.