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

Arkadios 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
2021 Q3	–	Sell	-4,003	Closed	-$190K	–	1922
2021 Q2	$190K	Hold	4,003	–	–	0.02%	539
2021 Q1	$176K	Hold	4,003	–	–	0.03%	434
2020 Q4	$187K	Buy	+4,003	New	+$167K	0.04%	337

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Arkadios Wealth Advisors's FINX Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q3 2021, closing a stake of 4,003 shares — an estimated $190K sold.

Arkadios Wealth Advisors first reported a position in FINX in Q4 2020 and held it in 3 quarters. The position peaked at $190K in Q2 2021. 166 funds tracked by Wall St. Rank hold FINX as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Global X FinTech ETF position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,003 Global X FinTech ETF shares in Q3 2021, an estimated $190K.
Arkadios Wealth Advisors first reported a position in Global X FinTech ETF in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's Global X FinTech ETF position peaked at $190K in Q2 2021.
166 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.