Carroll Investors’s Global X FinTech ETF FINX Stock Holding History

Carroll Investors’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	-1,668	Closed	-$53K	–	80
2022 Q1	$53K	Sell	1,668 -229	-12%	-$7.49K	0.03%	69
2021 Q4	$74K	Buy	+1,897	New	+$89.9K	0.04%	78

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

Carroll Investors's FINX Position: Q2 2022 in Review

Carroll Investors sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 1,668 shares — an estimated $53K sold.

Carroll Investors first reported a position in FINX in Q4 2021 and held it in 2 quarters. The position peaked at $74K in Q4 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Carroll Investors reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
Carroll Investors sold 1,668 Global X FinTech ETF shares in Q2 2022, an estimated $53K.
Carroll Investors first reported a position in Global X FinTech ETF in Q4 2021 and held it in 2 quarters.
Carroll Investors's Global X FinTech ETF position peaked at $74K in Q4 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.