Atom Investors’s Global X FinTech ETF FINX Stock Holding History

Atom Investors’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	-9,371	Closed	-$207K	–	459
2023 Q2	$207K	Sell	9,371 -2,457	-21%	-$51.3K	0.08%	244
2023 Q1	$246K	Sell	11,828 -746	-6%	-$15.7K	0.13%	175
2022 Q4	$242K	Sell	12,574 -35,387	-74%	-$713K	0.12%	162
2022 Q3	$973K	Buy	47,961 +5,582	+13%	+$132K	0.34%	92
2022 Q2	$903K	Buy	42,379 +20,139	+91%	+$515K	0.39%	78
2022 Q1	$712K	Buy	22,240 +10,362	+87%	+$339K	0.33%	75
2021 Q4	$475K	Sell	11,878 -46,355	-80%	-$2.2M	0.08%	169
2021 Q3	$2.8M	Buy	+58,233	New	+$2.85M	0.23%	52

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

Atom Investors's FINX Position: Q3 2023 in Review

Atom Investors sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 9,371 shares — an estimated $207K sold.

Atom Investors first reported a position in FINX in Q3 2021 and held it in 8 quarters. The position peaked at $2.8M in Q3 2021. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

Atom Investors reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
Atom Investors sold 9,371 Global X FinTech ETF shares in Q3 2023, an estimated $207K.
Atom Investors first reported a position in Global X FinTech ETF in Q3 2021 and held it in 8 quarters.
Atom Investors's Global X FinTech ETF position peaked at $2.8M in Q3 2021.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Atom Investors's 13F filing for Q3 2023, filed 14 Nov 2023.