Bell Investment Advisors’s Global X FinTech ETF FINX Stock Holding History

Bell Investment 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 Q1	–	Sell	-437	Closed	-$11.2K	–	1924
2023 Q4	$11.2K	Buy	+437	New	+$9.39K	﹤0.01%	516

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

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

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

GKWIM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bell Investment Advisors's FINX Position: Q1 2024 in Review

Bell Investment Advisors sold out of Global X FinTech ETF (FINX) in Q1 2024, closing a stake of 437 shares — an estimated $11.2K sold.

Bell Investment Advisors first reported a position in FINX in Q4 2023 and held it in 1 quarter. The position peaked at $11.2K in Q4 2023. 107 funds tracked by Wall St. Rank hold FINX as of Q1 2024.

Bell Investment Advisors reported no remaining Global X FinTech ETF position as of Q1 2024 after selling out during the quarter.
Bell Investment Advisors sold 437 Global X FinTech ETF shares in Q1 2024, an estimated $11.2K.
Bell Investment Advisors first reported a position in Global X FinTech ETF in Q4 2023 and held it in 1 quarter.
Bell Investment Advisors's Global X FinTech ETF position peaked at $11.2K in Q4 2023.
107 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.