EPG Wealth Management’s Global X FinTech ETF FINX Stock Holding History

EPG Wealth Management’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	-4,704	Closed	-$188K	–	410
2021 Q4	$188K	Hold	4,704	–	–	0.07%	233
2021 Q3	$226K	Buy	+4,704	New	+$230K	0.09%	190
2020 Q2	–	Sell	-4,004	Closed	-$97K	–	353
2020 Q1	$97K	Buy	+4,004	New	+$119K	0.07%	176

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's FINX Position: Q1 2022 in Review

EPG Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 4,704 shares — an estimated $188K sold.

EPG Wealth Management first reported a position in FINX in Q1 2020 and held it in 3 quarters. The position peaked at $226K in Q3 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

EPG Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
EPG Wealth Management sold 4,704 Global X FinTech ETF shares in Q1 2022, an estimated $188K.
EPG Wealth Management first reported a position in Global X FinTech ETF in Q1 2020 and held it in 3 quarters.
EPG Wealth Management's Global X FinTech ETF position peaked at $226K in Q3 2021.
149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on EPG Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.