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Covestor’s Global X FinTech ETF FINX Stock Holding History

Covestor’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
Q4 		– Sell
-1,087
Closed -$30K – 2399
2024
Q3 		$30K Sell
1,087
-401
-27% -$10.6K 0.02% 1061
2024
Q2 		$37K Buy
1,488
+788
+113% +$20.2K 0.02% 981
2024
Q1 		$20K Sell
700
-927
-57% -$23.7K 0.01% 1212
2023
Q4 		$42K Sell
1,627
-381
-19% -$8.18K 0.03% 926
2023
Q3 		$40K Sell
2,008
-127
-6% -$2.82K 0.03% 864
2023
Q2 		$47K Buy
2,135
+93
+5% +$1.94K 0.04% 799
2023
Q1 		$43K Buy
2,042
+337
+20% +$7.08K 0.04% 761
2022
Q4 		$33K Sell
1,705
-606
-26% -$12.2K 0.03% 882
2022
Q3 		$47K Buy
2,311
+680
+42% +$16K 0.04% 718
2022
Q2 		$35K Sell
1,631
-153
-9% -$3.91K 0.03% 839
2022
Q1 		$57K Sell
1,784
-503
-22% -$16.5K 0.04% 761
2021
Q4 		$92K Buy
+2,287
New +$108K 0.13% 201

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Covestor's FINX Position: Q4 2024 in Review

Covestor sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 1,087 shares — an estimated $30K sold.

Covestor first reported a position in FINX in Q4 2021 and held it in 12 quarters. The position peaked at $92K in Q4 2021. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

  • Covestor reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 1,087 Global X FinTech ETF shares in Q4 2024, an estimated $30K.
  • Covestor first reported a position in Global X FinTech ETF in Q4 2021 and held it in 12 quarters.
  • Covestor's Global X FinTech ETF position peaked at $92K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.