Eagle Strategies’s Global X FinTech ETF FINX Stock Holding History

Eagle Strategies’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 Q3	–	Sell	-57,211	Closed	-$1.44M	–	212
2024 Q2	$1.44M	Buy	+57,211	New	+$1.47M	0.28%	77
2024 Q1	–	Sell	-56,970	Closed	-$1.46M	–	285
2023 Q4	$1.46M	Buy	56,970 +120	+0.2%	+$2.58K	0.31%	69
2023 Q3	$1.14M	Buy	56,850 +7,876	+16%	+$175K	0.28%	74
2023 Q2	$1.08M	Buy	48,974 +1,890	+4%	+$39.5K	0.26%	79
2023 Q1	$980K	Buy	47,084 +3,074	+7%	+$64.5K	0.25%	75
2022 Q4	$847K	Buy	44,010 +7,170	+19%	+$144K	0.25%	81
2022 Q3	$747K	Buy	36,840 +10,470	+40%	+$247K	0.39%	55
2022 Q2	$562K	Buy	+26,370	New	+$675K	0.2%	89

Other funds holding FINX

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

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

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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eagle Strategies's FINX Position: Q3 2024 in Review

Eagle Strategies sold out of Global X FinTech ETF (FINX) in Q3 2024, closing a stake of 57,211 shares — an estimated $1.44M sold.

Eagle Strategies first reported a position in FINX in Q2 2022 and held it in 8 quarters. The position peaked at $1.46M in Q4 2023. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

Eagle Strategies reported no remaining Global X FinTech ETF position as of Q3 2024 after selling out during the quarter.
Eagle Strategies sold 57,211 Global X FinTech ETF shares in Q3 2024, an estimated $1.44M.
Eagle Strategies first reported a position in Global X FinTech ETF in Q2 2022 and held it in 8 quarters.
Eagle Strategies's Global X FinTech ETF position peaked at $1.46M in Q4 2023.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Eagle Strategies's 13F filing for Q3 2024, filed 25 Oct 2024.