Bogart Wealth LLC’s Global X FinTech ETF FINX Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-7	Closed	-$154	–	1082
2023 Q2	$154	Buy	+7	New	+$146	﹤0.01%	1025
2022 Q4	–	Sell	-61	Closed	-$1K	–	1103
2022 Q3	$1K	Buy	+61	New	+$1.44K	﹤0.01%	889

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

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

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

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

Bogart Wealth LLC's FINX Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 7 shares — an estimated $154 sold.

Bogart Wealth LLC first reported a position in FINX in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

Bogart Wealth LLC reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 7 Global X FinTech ETF shares in Q3 2023, an estimated $154.
Bogart Wealth LLC first reported a position in Global X FinTech ETF in Q3 2022 and held it in 2 quarters.
Bogart Wealth LLC's Global X FinTech ETF position peaked at $1K in Q3 2022.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.