Avestar Capital’s Global X FinTech ETF FINX Stock Holding History

Avestar 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
2022 Q3	–	Sell	-16,140	Closed	-$344K	–	295
2022 Q2	$344K	Sell	16,140 -2,600	-14%	-$66.5K	0.08%	180
2022 Q1	$600K	Buy	+18,740	New	+$613K	0.1%	198
2020 Q1	–	Sell	-41,058	Closed	-$1.25M	–	171
2019 Q4	$1.25M	Sell	41,058 -6,723	-14%	-$197K	0.7%	37
2019 Q3	$1.38M	Buy	+47,781	New	+$1.41M	0.85%	27

Other funds holding FINX

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWFA

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Avestar Capital's FINX Position: Q3 2022 in Review

Avestar Capital sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 16,140 shares — an estimated $344K sold.

Avestar Capital first reported a position in FINX in Q3 2019 and held it in 4 quarters. The position peaked at $1.38M in Q3 2019. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Avestar Capital reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
Avestar Capital sold 16,140 Global X FinTech ETF shares in Q3 2022, an estimated $344K.
Avestar Capital first reported a position in Global X FinTech ETF in Q3 2019 and held it in 4 quarters.
Avestar Capital's Global X FinTech ETF position peaked at $1.38M in Q3 2019.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Avestar Capital's 13F filing for Q3 2022, filed 26 Oct 2022.