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

Cassady Schiller 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
Q1 		– Sell
-2,267
Closed -$91K – 282
2021
Q4 		$91K Buy
+2,267
New +$107K 0.05% 141

Other funds holding FINX

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cassady Schiller Wealth Management's FINX Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 2,267 shares — an estimated $91K sold.

Cassady Schiller Wealth Management first reported a position in FINX in Q4 2021 and held it in 1 quarter. The position peaked at $91K in Q4 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 2,267 Global X FinTech ETF shares in Q1 2022, an estimated $91K.
  • Cassady Schiller Wealth Management first reported a position in Global X FinTech ETF in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Global X FinTech ETF position peaked at $91K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.