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

Cascadia 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
2021 Q3	$239K	Sell	4,979 -81	-2%	-$3.96K	0.05%	228
2021 Q2	$241K	Buy	+5,060	New	+$232K	0.05%	222

Other funds holding FINX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cascadia Advisory Services's FINX Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Global X FinTech ETF (FINX) stake by 1.6% in Q3 2021, selling an estimated $3.96K and leaving 4,979 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #228.

Cascadia Advisory Services first reported a position in FINX in Q2 2021 and has held it in 2 quarters since. The position peaked at $241K in Q2 2021. 166 funds tracked by Wall St. Rank hold FINX as of Q3 2021.

Cascadia Advisory Services held 4,979 shares of Global X FinTech ETF worth $239K as of Q3 2021.
Cascadia Advisory Services sold 81 Global X FinTech ETF shares in Q3 2021, an estimated $3.96K.
Global X FinTech ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #228 holding.
Cascadia Advisory Services first reported a position in Global X FinTech ETF in Q2 2021 and has held it in 2 quarters since.
Cascadia Advisory Services's Global X FinTech ETF position peaked at $241K in Q2 2021.
166 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.