BDO Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

BDO 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
2021 Q1	–	Sell	-5,832	Closed	-$272K	–	1197
2020 Q4	$272K	Sell	5,832 -262	-4%	-$10.9K	0.04%	208
2020 Q3	$231K	Hold	6,094	–	–	0.04%	206
2020 Q2	$202K	Hold	6,094	–	–	0.04%	217
2020 Q1	$147K	Hold	6,094	–	–	0.03%	236
2019 Q4	$185K	Hold	6,094	–	–	0.05%	198
2019 Q3	$175K	Hold	6,094	–	–	0.04%	210
2019 Q2	$180K	Buy	+6,094	New	+$174K	0.05%	202

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's FINX Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q1 2021, closing a stake of 5,832 shares — an estimated $272K sold.

BDO Wealth Advisors first reported a position in FINX in Q2 2019 and held it in 7 quarters. The position peaked at $272K in Q4 2020. 148 funds tracked by Wall St. Rank hold FINX as of Q1 2021.

BDO Wealth Advisors reported no remaining Global X FinTech ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 5,832 Global X FinTech ETF shares in Q1 2021, an estimated $272K.
BDO Wealth Advisors first reported a position in Global X FinTech ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Global X FinTech ETF position peaked at $272K in Q4 2020.
148 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.