American Portfolios Advisors’s Global X FinTech ETF FINX Stock Holding History

American Portfolios Advisors’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	$40.1K	Sell	1,975 -100	-5%	-$2.36K	﹤0.01%	1837
2022 Q2	$44.2K	Buy	2,075 +75	+4%	+$1.92K	﹤0.01%	1830
2022 Q1	$64K	Buy	2,000 +700	+54%	+$22.9K	﹤0.01%	1760
2021 Q4	$52K	Sell	1,300 -6,088	-82%	-$288K	﹤0.01%	1847
2021 Q3	$355K	Buy	7,388 +5,988	+428%	+$293K	0.01%	868
2021 Q2	$66.7K	Hold	1,400	–	–	﹤0.01%	1594
2021 Q1	$61.8K	Buy	+1,400	New	+$65.8K	﹤0.01%	1525
2020 Q1	–	Sell	-82	Closed	-$2.49K	–	2821
2019 Q4	$2.49K	Buy	+82	New	+$2.4K	﹤0.01%	2517
2019 Q3	–	Sell	-450	Closed	-$13.3K	–	2863
2019 Q2	$13.3K	Hold	450	–	–	﹤0.01%	1815
2019 Q1	$12.5K	Hold	450	–	–	﹤0.01%	1747
2018 Q4	$9.94K	Sell	450 -1,795	-80%	-$44.1K	﹤0.01%	1630
2018 Q3	$64.5K	Buy	2,245 +1,820	+428%	+$50.6K	0.01%	998
2018 Q2	$11.1K	Hold	425	–	–	﹤0.01%	1684
2018 Q1	$9.94K	Buy	+425	New	+$9.97K	﹤0.01%	1635

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

American Portfolios Advisors's FINX Position: Q3 2022 in Review

American Portfolios Advisors reduced its Global X FinTech ETF (FINX) stake by 4.8% in Q3 2022, selling an estimated $2.36K and leaving 1,975 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

American Portfolios Advisors first reported a position in FINX in Q1 2018 and has held it in 14 quarters since. The position peaked at $355K in Q3 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

American Portfolios Advisors held 1,975 shares of Global X FinTech ETF worth $40.1K as of Q3 2022.
American Portfolios Advisors sold 100 Global X FinTech ETF shares in Q3 2022, an estimated $2.36K.
Global X FinTech ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1837 holding.
American Portfolios Advisors first reported a position in Global X FinTech ETF in Q1 2018 and has held it in 14 quarters since.
American Portfolios Advisors's Global X FinTech ETF position peaked at $355K in Q3 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.