BBJS Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

BBJS Financial 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
2024 Q3	$25.2K	Sell	900 -2	-0.2%	-$53	0.01%	94
2024 Q2	$22.7K	Sell	902 -15	-2%	-$385	0.01%	96
2024 Q1	$25.6K	Sell	917 -173,158	-99%	-$4.42M	0.01%	79
2023 Q4	$4.45M	Sell	174,075 -47,363	-21%	-$1.02M	1.55%	17
2023 Q3	$4.46M	Buy	221,438 +14,102	+7%	+$313K	1.69%	16
2023 Q2	$4.58M	Buy	207,336 +8,055	+4%	+$168K	1.83%	15
2023 Q1	$4.15M	Buy	199,281 +47,218	+31%	+$991K	1.69%	17
2022 Q4	$2.93M	Buy	+152,063	New	+$3.06M	1.32%	21

Other funds holding FINX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

GKWIM

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BBJS Financial Advisors's FINX Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Global X FinTech ETF (FINX) stake by 0.22% in Q3 2024, selling an estimated $53 and leaving 900 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #94.

BBJS Financial Advisors first reported a position in FINX in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.58M in Q2 2023. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

BBJS Financial Advisors held 900 shares of Global X FinTech ETF worth $25.2K as of Q3 2024.
BBJS Financial Advisors sold 2 Global X FinTech ETF shares in Q3 2024, an estimated $53.
Global X FinTech ETF made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #94 holding.
BBJS Financial Advisors first reported a position in Global X FinTech ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Global X FinTech ETF position peaked at $4.58M in Q2 2023.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.