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

Claro 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
2022 Q2	–	Sell	-16,817	Closed	-$673K	–	298
2022 Q1	$673K	Hold	16,817	–	–	0.24%	108
2021 Q4	$673K	Buy	16,817 +2,768	+20%	+$131K	0.24%	108
2021 Q3	$675K	Buy	14,049 +345	+3%	+$16.9K	0.28%	95
2021 Q2	$653K	Buy	13,704 +1,659	+14%	+$76.2K	0.29%	93
2021 Q1	$532K	Buy	+12,045	New	+$566K	0.27%	107

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

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

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

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claro Advisors's FINX Position: Q2 2022 in Review

Claro Advisors sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 16,817 shares — an estimated $673K sold.

Claro Advisors first reported a position in FINX in Q1 2021 and held it in 5 quarters. The position peaked at $675K in Q3 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Claro Advisors reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
Claro Advisors sold 16,817 Global X FinTech ETF shares in Q2 2022, an estimated $673K.
Claro Advisors first reported a position in Global X FinTech ETF in Q1 2021 and held it in 5 quarters.
Claro Advisors's Global X FinTech ETF position peaked at $675K in Q3 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.