Evolution Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

Evolution Wealth Advisors’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
2023 Q1	–	Sell	-36,460	Closed	-$702K	–	126
2022 Q4	$702K	Buy	36,460 +1,335	+4%	+$26.9K	0.18%	60
2022 Q3	$712K	Buy	35,125 +2,875	+9%	+$67.8K	0.2%	58
2022 Q2	$687K	Buy	32,250 +985	+3%	+$25.2K	0.17%	62
2022 Q1	$1M	Sell	31,265 -10,465	-25%	-$342K	0.21%	55
2021 Q4	$1.67K	Buy	+41,730	New	+$1.98M	0.25%	41

Other funds holding FINX

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

BWFA

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

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

Evolution Wealth Advisors's FINX Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 36,460 shares — an estimated $702K sold.

Evolution Wealth Advisors first reported a position in FINX in Q4 2021 and held it in 5 quarters. The position peaked at $1M in Q1 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Evolution Wealth Advisors reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 36,460 Global X FinTech ETF shares in Q1 2023, an estimated $702K.
Evolution Wealth Advisors first reported a position in Global X FinTech ETF in Q4 2021 and held it in 5 quarters.
Evolution Wealth Advisors's Global X FinTech ETF position peaked at $1M in Q1 2022.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Evolution Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.