Diversified’s Global X FinTech ETF FINX Stock Holding History

Diversified’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
2021 Q1	–	Sell	-1,196	Closed	-$45K	–	172
2020 Q4	$45K	Buy	+1,196	New	+$49.9K	0.04%	187

Other funds holding FINX

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BWFA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Diversified's FINX Position: Q1 2021 in Review

Diversified sold out of Global X FinTech ETF (FINX) in Q1 2021, closing a stake of 1,196 shares — an estimated $45K sold.

Diversified first reported a position in FINX in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 148 funds tracked by Wall St. Rank hold FINX as of Q1 2021.

Diversified reported no remaining Global X FinTech ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 1,196 Global X FinTech ETF shares in Q1 2021, an estimated $45K.
Diversified first reported a position in Global X FinTech ETF in Q4 2020 and held it in 1 quarter.
Diversified's Global X FinTech ETF position peaked at $45K in Q4 2020.
148 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.