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

Cetera 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
2024 Q1	$326K	Buy	+11,708	New	+$299K	﹤0.01%	1884
2022 Q2	–	Sell	-8,766	Closed	-$281K	–	1407
2022 Q1	$281K	Sell	8,766 -640	-7%	-$20.9K	0.01%	1136
2021 Q4	$377K	Buy	9,406 +852	+10%	+$40.4K	0.01%	1011
2021 Q3	$411K	Buy	8,554 +1,214	+17%	+$59.4K	0.01%	959
2021 Q2	$350K	Buy	7,340 +336	+5%	+$15.4K	0.01%	980
2021 Q1	$309K	Buy	+7,004	New	+$329K	0.01%	937
2019 Q2	–	Sell	-1,100	Closed	-$30K	–	1025
2019 Q1	$30K	Buy	+1,100	New	+$28.3K	﹤0.01%	1032

Other funds holding FINX

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cetera Advisors's FINX Position: Q1 2024 in Review

Cetera Advisors opened a new position in Global X FinTech ETF (FINX) in Q1 2024: 11,708 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #1884 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in FINX as recently as Q1 2022.

Cetera Advisors first reported a position in FINX in Q1 2019 and has held it in 7 quarters since. The position peaked at $411K in Q3 2021. 107 funds tracked by Wall St. Rank hold FINX as of Q1 2024.

Cetera Advisors held 11,708 shares of Global X FinTech ETF worth $326K as of Q1 2024.
Global X FinTech ETF was a new Cetera Advisors position in Q1 2024.
Global X FinTech ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1884 holding.
Cetera Advisors first reported a position in Global X FinTech ETF in Q1 2019 and has held it in 7 quarters since.
Cetera Advisors's Global X FinTech ETF position peaked at $411K in Q3 2021.
107 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.