Belpointe Asset Management’s Global X FinTech ETF FINX Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-18,979	Closed	-$395K	–	1511
2023 Q1	$395K	Buy	18,979 +14,714	+345%	+$309K	0.02%	643
2022 Q4	$82.1K	Buy	+4,265	New	+$85.9K	0.01%	1345
2022 Q1	–	Sell	-5,926	Closed	-$238K	–	1248
2021 Q4	$238K	Hold	5,926	–	–	0.01%	825
2021 Q3	$284K	Sell	5,926 -292	-5%	-$14.3K	0.02%	706
2021 Q2	$296K	Buy	6,218 +269	+5%	+$12.3K	0.02%	673
2021 Q1	$263K	Buy	5,949 +2,005	+51%	+$94.3K	0.02%	640
2020 Q4	$184K	Buy	3,944 +944	+31%	+$39.4K	0.02%	726
2020 Q3	$114K	Sell	3,000 -135	-4%	-$4.92K	0.01%	729
2020 Q2	$104K	Buy	+3,135	New	+$93K	0.01%	716

Other funds holding FINX

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

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

Belpointe Asset Management's FINX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Global X FinTech ETF (FINX) in Q2 2023, closing a stake of 18,979 shares — an estimated $395K sold.

Belpointe Asset Management first reported a position in FINX in Q2 2020 and held it in 9 quarters. The position peaked at $395K in Q1 2023. 114 funds tracked by Wall St. Rank hold FINX as of Q2 2023.

Belpointe Asset Management reported no remaining Global X FinTech ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 18,979 Global X FinTech ETF shares in Q2 2023, an estimated $395K.
Belpointe Asset Management first reported a position in Global X FinTech ETF in Q2 2020 and held it in 9 quarters.
Belpointe Asset Management's Global X FinTech ETF position peaked at $395K in Q1 2023.
114 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.