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
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 $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Financial Gravity Asset Management's FINX Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Global X FinTech ETF (FINX) stake by 28% in Q4 2019, selling an estimated $146 and leaving 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Financial Gravity Asset Management first reported a position in FINX in Q2 2019 and has held it in 3 quarters since. The position peaked at $154K in Q2 2019. 70 funds tracked by Wall St. Rank hold FINX as of Q4 2019.

Financial Gravity Asset Management held 13 shares of Global X FinTech ETF worth $0 as of Q4 2019.
Financial Gravity Asset Management sold 5 Global X FinTech ETF shares in Q4 2019, an estimated $146.
Global X FinTech ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1478 holding.
Financial Gravity Asset Management first reported a position in Global X FinTech ETF in Q2 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's Global X FinTech ETF position peaked at $154K in Q2 2019.
70 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.