Centerpoint Advisors’s Global X FinTech ETF FINX Stock Holding History

Centerpoint Advisors’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 Q2	–	Sell	-11	Closed	–	–	579
2023 Q1	$0	Hold	11	–	–	﹤0.01%	588
2022 Q4	$0	Hold	11	–	–	﹤0.01%	494
2022 Q3	$0	Hold	11	–	–	﹤0.01%	394
2022 Q2	$0	Hold	11	–	–	﹤0.01%	405
2022 Q1	$0	Buy	11 +1	+10%	+$33	﹤0.01%	419
2021 Q4	$0	Buy	+10	New	+$474	﹤0.01%	436

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centerpoint Advisors's FINX Position: Q2 2023 in Review

Centerpoint Advisors sold out of Global X FinTech ETF (FINX) in Q2 2023, closing a stake of 11 shares.

Centerpoint Advisors first reported a position in FINX in Q4 2021 and held it in 6 quarters. The position peaked at $0 in Q1 2023. 114 funds tracked by Wall St. Rank hold FINX as of Q2 2023.

Centerpoint Advisors reported no remaining Global X FinTech ETF position as of Q2 2023 after selling out during the quarter.
Centerpoint Advisors sold 11 Global X FinTech ETF shares in Q2 2023.
Centerpoint Advisors first reported a position in Global X FinTech ETF in Q4 2021 and held it in 6 quarters.
Centerpoint Advisors's Global X FinTech ETF position peaked at $0 in Q1 2023.
114 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2023.

Based on Centerpoint Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.