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Bison Wealth’s Global X FinTech ETF FINX Stock Holding History

Bison Wealth’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
2022
Q3 		– Sell
-317
Closed -$7K – 271
2022
Q2 		$7K Hold
317
– – ﹤0.01% 294
2022
Q1 		$10K Buy
+317
New +$10.4K 0.01% 331

Other funds holding FINX

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bison Wealth's FINX Position: Q3 2022 in Review

Bison Wealth sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 317 shares — an estimated $7K sold.

Bison Wealth first reported a position in FINX in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

  • Bison Wealth reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 317 Global X FinTech ETF shares in Q3 2022, an estimated $7K.
  • Bison Wealth first reported a position in Global X FinTech ETF in Q1 2022 and held it in 2 quarters.
  • Bison Wealth's Global X FinTech ETF position peaked at $10K in Q1 2022.
  • 133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.