Dynamic Advisor Solutions’s Global X FinTech ETF FINX Stock Holding History

Dynamic Advisor Solutions’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	-32,294	Closed	-$905K	–	712
2024 Q3	$905K	Buy	+32,294	New	+$852K	0.03%	481
2021 Q4	–	Sell	-16,124	Closed	-$774K	–	743
2021 Q3	$774K	Sell	16,124 -658	-4%	-$32.2K	0.06%	340
2021 Q2	$800K	Buy	16,782 +1,770	+12%	+$81.3K	0.06%	315
2021 Q1	$662K	Buy	15,012 +3,312	+28%	+$156K	0.06%	321
2020 Q4	$547K	Buy	11,700 +3,105	+36%	+$130K	0.05%	347
2020 Q3	$326K	Hold	8,595	–	–	0.04%	405
2020 Q2	$286K	Sell	8,595 -115	-1%	-$3.41K	0.04%	392
2020 Q1	$210K	Sell	8,710 -4,151	-32%	-$123K	0.04%	399
2019 Q4	$391K	Sell	12,861 -15	-0.1%	-$439	0.05%	349
2019 Q3	$370K	Buy	12,876 +237	+2%	+$6.98K	0.06%	332
2019 Q2	$373K	Buy	+12,639	New	+$361K	0.06%	318

Other funds holding FINX

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

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

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

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

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

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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dynamic Advisor Solutions's FINX Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 32,294 shares — an estimated $905K sold.

Dynamic Advisor Solutions first reported a position in FINX in Q2 2019 and held it in 11 quarters. The position peaked at $905K in Q3 2024. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

Dynamic Advisor Solutions reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 32,294 Global X FinTech ETF shares in Q4 2024, an estimated $905K.
Dynamic Advisor Solutions first reported a position in Global X FinTech ETF in Q2 2019 and held it in 11 quarters.
Dynamic Advisor Solutions's Global X FinTech ETF position peaked at $905K in Q3 2024.
101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.