Fieldpoint Private Securities’s Global X FinTech ETF FINX Stock Holding History

Fieldpoint Private Securities’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 Q2	$67K	Buy	+3,160	New	+$80.8K	0.02%	431
2021 Q4	–	Sell	-17,174	Closed	-$825K	–	1682
2021 Q3	$825K	Hold	17,174	–	–	0.18%	129
2021 Q2	$834K	Buy	17,174 +157	+0.9%	+$7.21K	0.18%	136
2021 Q1	$751K	Buy	+17,017	New	+$800K	0.18%	147

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BWFA

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

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

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

Fieldpoint Private Securities's FINX Position: Q2 2022 in Review

Fieldpoint Private Securities opened a new position in Global X FinTech ETF (FINX) in Q2 2022: 3,160 shares worth $67K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: Fieldpoint Private Securities previously reported a position in FINX as recently as Q3 2021.

Fieldpoint Private Securities first reported a position in FINX in Q1 2021 and has held it in 4 quarters since. The position peaked at $834K in Q2 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Fieldpoint Private Securities held 3,160 shares of Global X FinTech ETF worth $67K as of Q2 2022.
Global X FinTech ETF was a new Fieldpoint Private Securities position in Q2 2022.
Global X FinTech ETF made up 0.02% of Fieldpoint Private Securities's portfolio in Q2 2022, its #431 holding.
Fieldpoint Private Securities first reported a position in Global X FinTech ETF in Q1 2021 and has held it in 4 quarters since.
Fieldpoint Private Securities's Global X FinTech ETF position peaked at $834K in Q2 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.