Arete Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

Arete Wealth 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
2019 Q3	–	Sell	-8,761	Closed	-$258K	–	419
2019 Q2	$258K	Hold	8,761	–	–	0.05%	323
2019 Q1	$243K	Buy	+8,761	New	+$225K	0.05%	322

Other funds holding FINX

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BWFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Arete Wealth Advisors's FINX Position: Q3 2019 in Review

Arete Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q3 2019, closing a stake of 8,761 shares — an estimated $258K sold.

Arete Wealth Advisors first reported a position in FINX in Q1 2019 and held it in 2 quarters. The position peaked at $258K in Q2 2019. 63 funds tracked by Wall St. Rank hold FINX as of Q3 2019.

Arete Wealth Advisors reported no remaining Global X FinTech ETF position as of Q3 2019 after selling out during the quarter.
Arete Wealth Advisors sold 8,761 Global X FinTech ETF shares in Q3 2019, an estimated $258K.
Arete Wealth Advisors first reported a position in Global X FinTech ETF in Q1 2019 and held it in 2 quarters.
Arete Wealth Advisors's Global X FinTech ETF position peaked at $258K in Q2 2019.
63 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2019.

Based on Arete Wealth Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.