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Centaurus Financial’s Global X FinTech ETF FINX Stock Holding History

Centaurus Financial’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
-9,423
Closed -$377K – 922
2021
Q4 		$377K Buy
9,423
+728
+8% +$34.5K 0.03% 517
2021
Q3 		$418K Buy
8,695
+411
+5% +$20.1K 0.04% 464
2021
Q2 		$395K Buy
8,284
+4,734
+133% +$217K 0.03% 494
2021
Q1 		$157K Buy
3,550
+977
+38% +$46K 0.02% 652
2020
Q4 		$120K Buy
+2,573
New +$107K 0.01% 702

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UBS Group
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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

Centaurus Financial's FINX Position: Q1 2022 in Review

Centaurus Financial sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 9,423 shares — an estimated $377K sold.

Centaurus Financial first reported a position in FINX in Q4 2020 and held it in 5 quarters. The position peaked at $418K in Q3 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Centaurus Financial reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Centaurus Financial sold 9,423 Global X FinTech ETF shares in Q1 2022, an estimated $377K.
  • Centaurus Financial first reported a position in Global X FinTech ETF in Q4 2020 and held it in 5 quarters.
  • Centaurus Financial's Global X FinTech ETF position peaked at $418K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Centaurus Financial's 13F filing for Q1 2022, filed 13 May 2022.