Capital Asset Advisory Services’s Global X FinTech ETF FINX Stock Holding History

Capital Asset Advisory Services’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	-454	Closed	-$10K	–	504
2022 Q2	$10K	Buy	454 +173	+62%	+$4.43K	﹤0.01%	479
2022 Q1	$9K	Buy	281 +30	+12%	+$982	﹤0.01%	486
2021 Q4	$11K	Buy	251 +9	+4%	+$426	﹤0.01%	505
2021 Q3	$12K	Hold	242	–	–	﹤0.01%	584
2021 Q2	$12K	Hold	242	–	–	﹤0.01%	616
2021 Q1	$11K	Sell	242 -3	-1%	-$141	﹤0.01%	587
2020 Q4	$11K	Buy	+245	New	+$10.2K	﹤0.01%	1061

Other funds holding FINX

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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 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

Capital Asset Advisory Services's FINX Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 454 shares — an estimated $10K sold.

Capital Asset Advisory Services first reported a position in FINX in Q4 2020 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Capital Asset Advisory Services reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 454 Global X FinTech ETF shares in Q3 2022, an estimated $10K.
Capital Asset Advisory Services first reported a position in Global X FinTech ETF in Q4 2020 and held it in 7 quarters.
Capital Asset Advisory Services's Global X FinTech ETF position peaked at $12K in Q3 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.