Bank of Montreal’s Global X FinTech ETF FINX Stock Holding History

Bank of Montreal’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
2024 Q2	–	Sell	-10,200	Closed	-$285K	–	3983
2024 Q1	$285K	Buy	+10,200	New	+$260K	﹤0.01%	2817
2023 Q4	–	Sell	-12,302	Closed	-$264K	–	4084
2023 Q3	$264K	Sell	12,302 -49,437	-80%	-$1.1M	﹤0.01%	2902
2023 Q2	$1.37M	Buy	61,739 +60,293	+4,170%	+$1.26M	﹤0.01%	2014
2023 Q1	$30.1K	Sell	1,446 -1,626	-53%	-$34.1K	﹤0.01%	3459
2022 Q4	$59.1K	Sell	3,072 -835	-21%	-$16.8K	﹤0.01%	3502
2022 Q3	$90	Buy	3,907 +1,277	+49%	+$30.1K	﹤0.01%	3493
2022 Q2	$61	Hold	2,630	–	–	﹤0.01%	3575
2022 Q1	$88K	Sell	2,630 -400	-13%	-$13.1K	﹤0.01%	3679
2021 Q4	$127K	Hold	3,030	–	–	﹤0.01%	3070
2021 Q3	$152K	Hold	3,030	–	–	﹤0.01%	3375
2021 Q2	$146K	Buy	+3,030	New	+$139K	﹤0.01%	3273
2019 Q2	–	Sell	-700	Closed	-$19K	–	4929
2019 Q1	$19K	Hold	700	–	–	﹤0.01%	3686
2018 Q4	$15K	Hold	700	–	–	﹤0.01%	3745
2018 Q3	$20K	Hold	700	–	–	﹤0.01%	3704
2018 Q2	$18K	Buy	+700	New	+$17.5K	﹤0.01%	3776

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of Montreal's FINX Position: Q2 2024 in Review

Bank of Montreal sold out of Global X FinTech ETF (FINX) in Q2 2024, closing a stake of 10,200 shares — an estimated $285K sold.

Bank of Montreal first reported a position in FINX in Q2 2018 and held it in 15 quarters. The position peaked at $1.37M in Q2 2023. 103 funds tracked by Wall St. Rank hold FINX as of Q2 2024.

Bank of Montreal reported no remaining Global X FinTech ETF position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 10,200 Global X FinTech ETF shares in Q2 2024, an estimated $285K.
Bank of Montreal first reported a position in Global X FinTech ETF in Q2 2018 and held it in 15 quarters.
Bank of Montreal's Global X FinTech ETF position peaked at $1.37M in Q2 2023.
103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.