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B. Riley Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-7,573
Closed -$243K – 1284
2022
Q1 		$243K Sell
7,573
-829
-10% -$27.1K 0.01% 1116
2021
Q4 		$337K Buy
8,402
+1,271
+18% +$60.2K 0.01% 1011
2021
Q3 		$343K Buy
7,131
+232
+3% +$11.3K 0.01% 978
2021
Q2 		$329K Buy
6,899
+991
+17% +$45.5K 0.01% 968
2021
Q1 		$261K Buy
+5,908
New +$278K 0.01% 1068

Other funds holding FINX

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's FINX Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 7,573 shares — an estimated $243K sold.

B. Riley Wealth Advisors first reported a position in FINX in Q1 2021 and held it in 5 quarters. The position peaked at $343K in Q3 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,573 Global X FinTech ETF shares in Q2 2022, an estimated $243K.
  • B. Riley Wealth Advisors first reported a position in Global X FinTech ETF in Q1 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Global X FinTech ETF position peaked at $343K in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.