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Conservest Capital Advisors’s Global X FinTech ETF FINX Stock Holding History

Conservest Capital 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
Q1 		– Sell
-26,825
Closed -$1.07M – 90
2021
Q4 		$1.07M Hold
26,825
– – 0.12% 43
2021
Q3 		$1.29M Sell
26,825
-378,935
-93% -$18.5M 0.15% 38
2021
Q2 		$19.3M Buy
+405,760
New +$18.6M 2.18% 17

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 $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
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

Conservest Capital Advisors's FINX Position: Q1 2022 in Review

Conservest Capital Advisors sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 26,825 shares — an estimated $1.07M sold.

Conservest Capital Advisors first reported a position in FINX in Q2 2021 and held it in 3 quarters. The position peaked at $19.3M in Q2 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Conservest Capital Advisors reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Conservest Capital Advisors sold 26,825 Global X FinTech ETF shares in Q1 2022, an estimated $1.07M.
  • Conservest Capital Advisors first reported a position in Global X FinTech ETF in Q2 2021 and held it in 3 quarters.
  • Conservest Capital Advisors's Global X FinTech ETF position peaked at $19.3M in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Conservest Capital Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.