Carson Wealth (CWM LLC)’s Global X FinTech ETF FINX Stock Holding History

Carson Wealth (CWM 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 Q4	–	Sell	-52	Closed	-$1K	–	4253
2023 Q3	$1K	Hold	52	–	–	﹤0.01%	3979
2023 Q2	$1K	Sell	52 -106	-67%	-$2.21K	﹤0.01%	3955
2023 Q1	$3K	Buy	+158	New	+$3.32K	﹤0.01%	3497
2022 Q1	–	Sell	-100	Closed	-$4K	–	3629
2021 Q4	$4K	Buy	+100	New	+$4.74K	﹤0.01%	2819
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	2647
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	2647
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	2646
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	2645
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	2644
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	2644
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	2644
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	2644
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	2644
2019 Q1	$2K	Buy	+40	New	+$1.03K	﹤0.01%	2643

Other funds holding FINX

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FINX Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Global X FinTech ETF (FINX) in Q4 2023, closing a stake of 52 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FINX in Q1 2019 and held it in 14 quarters. The position peaked at $4K in Q4 2021. 113 funds tracked by Wall St. Rank hold FINX as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining Global X FinTech ETF position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 52 Global X FinTech ETF shares in Q4 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Global X FinTech ETF in Q1 2019 and held it in 14 quarters.
Carson Wealth (CWM LLC)'s Global X FinTech ETF position peaked at $4K in Q4 2021.
113 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.