Baird Financial Group’s Global X FinTech ETF FINX Stock Holding History

Baird Financial Group’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	-16,399	Closed	-$349K	–	1749
2022 Q2	$349K	Buy	16,399 +3,178	+24%	+$81.3K	﹤0.01%	1486
2022 Q1	$423K	Buy	13,221 +737	+6%	+$24.1K	﹤0.01%	1483
2021 Q4	$500K	Buy	12,484 +173	+1%	+$8.2K	﹤0.01%	1471
2021 Q3	$591K	Sell	12,311 -8,431	-41%	-$412K	﹤0.01%	1407
2021 Q2	$989K	Buy	20,742 +275	+1%	+$12.6K	﹤0.01%	1185
2021 Q1	$903K	Buy	20,467 +1,116	+6%	+$52.5K	﹤0.01%	1164
2020 Q4	$904K	Buy	19,351 +11,559	+148%	+$482K	﹤0.01%	1042
2020 Q3	$296K	Buy	+7,792	New	+$284K	﹤0.01%	1302

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

Baird Financial Group's FINX Position: Q3 2022 in Review

Baird Financial Group sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 16,399 shares — an estimated $349K sold.

Baird Financial Group first reported a position in FINX in Q3 2020 and held it in 8 quarters. The position peaked at $989K in Q2 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Baird Financial Group reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
Baird Financial Group sold 16,399 Global X FinTech ETF shares in Q3 2022, an estimated $349K.
Baird Financial Group first reported a position in Global X FinTech ETF in Q3 2020 and held it in 8 quarters.
Baird Financial Group's Global X FinTech ETF position peaked at $989K in Q2 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.