Argent Advisors’s Global X FinTech ETF FINX Stock Holding History

Argent 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
2023 Q3	–	Sell	-160	Closed	-$3.53K	–	135
2023 Q2	$3.53K	Buy	+160	New	+$3.34K	﹤0.01%	130

Other funds holding FINX

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

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

Jane Street New York $777B AUM 61.18% 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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

Argent Advisors's FINX Position: Q3 2023 in Review

Argent Advisors sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 160 shares — an estimated $3.53K sold.

Argent Advisors first reported a position in FINX in Q2 2023 and held it in 1 quarter. The position peaked at $3.53K in Q2 2023. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

Argent Advisors reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
Argent Advisors sold 160 Global X FinTech ETF shares in Q3 2023, an estimated $3.53K.
Argent Advisors first reported a position in Global X FinTech ETF in Q2 2023 and held it in 1 quarter.
Argent Advisors's Global X FinTech ETF position peaked at $3.53K in Q2 2023.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Argent Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.