Brinker Capital Investments’s Global X FinTech ETF FINX Stock Holding History

Brinker Capital Investments’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
2020 Q4	–	Sell	-59,068	Closed	-$2.24M	–	1074
2020 Q3	$2.24M	Sell	59,068 -32,516	-36%	-$1.19M	0.04%	436
2020 Q2	$3.04M	Sell	91,584 -10,000	-10%	-$297K	0.13%	137
2020 Q1	$2.45M	Hold	101,584	–	–	0.11%	146
2019 Q4	$3.09M	Sell	101,584 -148,416	-59%	-$4.34M	0.1%	157
2019 Q3	$7.19M	Hold	250,000	–	–	0.25%	93
2019 Q2	$7.38M	Buy	+250,000	New	+$7.14M	0.23%	101

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

BWFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Brinker Capital Investments's FINX Position: Q4 2020 in Review

Brinker Capital Investments sold out of Global X FinTech ETF (FINX) in Q4 2020, closing a stake of 59,068 shares — an estimated $2.24M sold.

Brinker Capital Investments first reported a position in FINX in Q2 2019 and held it in 6 quarters. The position peaked at $7.38M in Q2 2019. 116 funds tracked by Wall St. Rank hold FINX as of Q4 2020.

Brinker Capital Investments reported no remaining Global X FinTech ETF position as of Q4 2020 after selling out during the quarter.
Brinker Capital Investments sold 59,068 Global X FinTech ETF shares in Q4 2020, an estimated $2.24M.
Brinker Capital Investments first reported a position in Global X FinTech ETF in Q2 2019 and held it in 6 quarters.
Brinker Capital Investments's Global X FinTech ETF position peaked at $7.38M in Q2 2019.
116 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2020.

Based on Brinker Capital Investments's 13F filing for Q4 2020, filed 16 Feb 2021.