C2C Wealth Management’s Global X FinTech ETF FINX Stock Holding History

C2C Wealth 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
2022 Q2	–	Sell	-8,425	Closed	-$252K	–	197
2022 Q1	$252K	Sell	8,425 -75	-0.9%	-$2.45K	0.04%	167
2021 Q4	$340K	Buy	+8,500	New	+$403K	0.05%	159

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

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

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

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

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

BWFA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

C2C Wealth Management's FINX Position: Q2 2022 in Review

C2C Wealth Management sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 8,425 shares — an estimated $252K sold.

C2C Wealth Management first reported a position in FINX in Q4 2021 and held it in 2 quarters. The position peaked at $340K in Q4 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

C2C Wealth Management reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
C2C Wealth Management sold 8,425 Global X FinTech ETF shares in Q2 2022, an estimated $252K.
C2C Wealth Management first reported a position in Global X FinTech ETF in Q4 2021 and held it in 2 quarters.
C2C Wealth Management's Global X FinTech ETF position peaked at $340K in Q4 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on C2C Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.