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

B. Riley Wealth Management’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
Q4 		– Sell
-4,425
Closed -$212K – 664
2021
Q3 		$212K Buy
4,425
+225
+5% +$11K 0.02% 551
2021
Q2 		$200K Buy
+4,200
New +$193K 0.02% 384

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Mirae Asset Global Investments
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWFA
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MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

B. Riley Wealth Management's FINX Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 4,425 shares — an estimated $212K sold.

B. Riley Wealth Management first reported a position in FINX in Q2 2021 and held it in 2 quarters. The position peaked at $212K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

  • B. Riley Wealth Management reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,425 Global X FinTech ETF shares in Q4 2021, an estimated $212K.
  • B. Riley Wealth Management first reported a position in Global X FinTech ETF in Q2 2021 and held it in 2 quarters.
  • B. Riley Wealth Management's Global X FinTech ETF position peaked at $212K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.