Black Swift Group’s Global X FinTech ETF FINX Stock Holding History

Black Swift Group’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
2018 Q3	–	Sell	-12,850	Closed	-$335K	–	91
2018 Q2	$335K	Sell	12,850 -815	-6%	-$20.4K	0.15%	22
2018 Q1	$319K	Sell	13,665 -6,680	-33%	-$157K	0.23%	24
2017 Q4	$447K	Buy	+20,345	New	+$440K	0.42%	19

Other funds holding FINX

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

BWFA

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

Black Swift Group's FINX Position: Q3 2018 in Review

Black Swift Group sold out of Global X FinTech ETF (FINX) in Q3 2018, closing a stake of 12,850 shares — an estimated $335K sold.

Black Swift Group first reported a position in FINX in Q4 2017 and held it in 3 quarters. The position peaked at $447K in Q4 2017. 44 funds tracked by Wall St. Rank hold FINX as of Q3 2018.

Black Swift Group reported no remaining Global X FinTech ETF position as of Q3 2018 after selling out during the quarter.
Black Swift Group sold 12,850 Global X FinTech ETF shares in Q3 2018, an estimated $335K.
Black Swift Group first reported a position in Global X FinTech ETF in Q4 2017 and held it in 3 quarters.
Black Swift Group's Global X FinTech ETF position peaked at $447K in Q4 2017.
44 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2018.

Based on Black Swift Group's 13F filing for Q3 2018, filed 11 Feb 2021.