Financial Gravity Asset Management’s Global X FinTech ETF FINX Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-13	Closed	–	–	322
2020 Q1	$0	Hold	13	–	–	﹤0.01%	1192
2019 Q4	$0	Sell	13 -5	-28%	-$146	﹤0.01%	1478
2019 Q3	$1K	Sell	18 -5,198	-100%	-$153K	﹤0.01%	1025
2019 Q2	$154K	Buy	+5,216	New	+$149K	0.13%	177

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BWFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Financial Gravity Asset Management's FINX Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Global X FinTech ETF (FINX) in Q2 2020, closing a stake of 13 shares.

Financial Gravity Asset Management first reported a position in FINX in Q2 2019 and held it in 4 quarters. The position peaked at $154K in Q2 2019. 71 funds tracked by Wall St. Rank hold FINX as of Q2 2020.

Financial Gravity Asset Management reported no remaining Global X FinTech ETF position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 13 Global X FinTech ETF shares in Q2 2020.
Financial Gravity Asset Management first reported a position in Global X FinTech ETF in Q2 2019 and held it in 4 quarters.
Financial Gravity Asset Management's Global X FinTech ETF position peaked at $154K in Q2 2019.
71 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.