Aspire Private Capital’s Global X FinTech ETF FINX Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-175	Closed	-$4.9K	–	326
2024 Q3	$4.9K	Sell	175 -19	-10%	-$502	﹤0.01%	464
2024 Q2	$4.88K	Buy	194 +74	+62%	+$1.9K	﹤0.01%	472
2024 Q1	$3.34K	Sell	120 -268	-69%	-$6.84K	﹤0.01%	531
2023 Q4	$9.92K	Sell	388 -62	-14%	-$1.33K	﹤0.01%	393
2023 Q3	$9.06K	Hold	450	–	–	﹤0.01%	407
2023 Q2	$9.93K	Sell	450 -76	-14%	-$1.59K	﹤0.01%	383
2023 Q1	$11K	Sell	526 -95	-15%	-$2K	﹤0.01%	360
2022 Q4	$12K	Buy	621 +40	+7%	+$806	﹤0.01%	344
2022 Q3	$12K	Buy	581 +151	+35%	+$3.56K	﹤0.01%	320
2022 Q2	$9K	Sell	430 -30	-7%	-$768	﹤0.01%	356
2022 Q1	$15K	Buy	460 +376	+448%	+$12.3K	﹤0.01%	308
2021 Q4	$3K	Buy	+84	New	+$3.98K	﹤0.01%	472

Other funds holding FINX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aspire Private Capital's FINX Position: Q4 2024 in Review

Aspire Private Capital sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 175 shares — an estimated $4.9K sold.

Aspire Private Capital first reported a position in FINX in Q4 2021 and held it in 12 quarters. The position peaked at $15K in Q1 2022. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

Aspire Private Capital reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 175 Global X FinTech ETF shares in Q4 2024, an estimated $4.9K.
Aspire Private Capital first reported a position in Global X FinTech ETF in Q4 2021 and held it in 12 quarters.
Aspire Private Capital's Global X FinTech ETF position peaked at $15K in Q1 2022.
101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.