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Allworth Financial’s Global X FinTech ETF FINX Stock Holding History

Allworth Financial’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
Q2 		– Sell
-1,149
Closed -$37K – 2521
2022
Q1 		$37K Buy
+1,149
New +$37.6K ﹤0.01% 1001

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MFS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial's FINX Position: Q2 2022 in Review

Allworth Financial sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 1,149 shares — an estimated $37K sold.

Allworth Financial first reported a position in FINX in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

  • Allworth Financial reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
  • Allworth Financial sold 1,149 Global X FinTech ETF shares in Q2 2022, an estimated $37K.
  • Allworth Financial first reported a position in Global X FinTech ETF in Q1 2022 and held it in 1 quarter.
  • Allworth Financial's Global X FinTech ETF position peaked at $37K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Allworth Financial's 13F filing for Q2 2022, filed 13 Jul 2022.