FAS Wealth Partners’s Global X FinTech ETF FINX Stock Holding History

FAS Wealth Partners’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	-944	Closed	-$23.8K	–	446
2024 Q2	$23.8K	Hold	944	–	–	﹤0.01%	375
2024 Q1	$26.3K	Hold	944	–	–	﹤0.01%	380
2023 Q4	$24.1K	Hold	944	–	–	﹤0.01%	377
2023 Q3	$19K	Buy	944 +2	+0.2%	+$44	﹤0.01%	375
2023 Q2	$20.8K	Hold	942	–	–	﹤0.01%	353
2023 Q1	$19.6K	Hold	942	–	–	﹤0.01%	376
2022 Q4	$18.1K	Hold	942	–	–	﹤0.01%	372
2022 Q3	$19K	Buy	942 +2	+0.2%	+$47	﹤0.01%	351
2022 Q2	$20K	Hold	940	–	–	﹤0.01%	356
2022 Q1	$30K	Buy	940 +50	+6%	+$1.64K	﹤0.01%	344
2021 Q4	$36K	Hold	890	–	–	﹤0.01%	347
2021 Q3	$43K	Hold	890	–	–	﹤0.01%	337
2021 Q2	$42K	Buy	+890	New	+$40.9K	﹤0.01%	323

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

FAS Wealth Partners's FINX Position: Q3 2024 in Review

FAS Wealth Partners sold out of Global X FinTech ETF (FINX) in Q3 2024, closing a stake of 944 shares — an estimated $23.8K sold.

FAS Wealth Partners first reported a position in FINX in Q2 2021 and held it in 13 quarters. The position peaked at $43K in Q3 2021. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

FAS Wealth Partners reported no remaining Global X FinTech ETF position as of Q3 2024 after selling out during the quarter.
FAS Wealth Partners sold 944 Global X FinTech ETF shares in Q3 2024, an estimated $23.8K.
FAS Wealth Partners first reported a position in Global X FinTech ETF in Q2 2021 and held it in 13 quarters.
FAS Wealth Partners's Global X FinTech ETF position peaked at $43K in Q3 2021.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on FAS Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.