Gladstone Institutional Advisory’s Global X FinTech ETF FINX Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-13,249	Closed	-$339K	–	662
2023 Q4	$339K	Sell	13,249 -1,506	-10%	-$32.3K	0.02%	496
2023 Q3	$297K	Buy	14,755 +1,499	+11%	+$33.3K	0.02%	496
2023 Q2	$293K	Buy	+13,256	New	+$277K	0.02%	526
2022 Q2	–	Sell	-14,166	Closed	-$454K	–	679
2022 Q1	$454K	Buy	14,166 +3,136	+28%	+$103K	0.03%	447
2021 Q4	$442K	Buy	11,030 +4,355	+65%	+$206K	0.03%	405
2021 Q3	$321K	Buy	+6,675	New	+$327K	0.03%	416

Other funds holding FINX

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

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

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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Gladstone Institutional Advisory's FINX Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Global X FinTech ETF (FINX) in Q1 2024, closing a stake of 13,249 shares — an estimated $339K sold.

Gladstone Institutional Advisory first reported a position in FINX in Q3 2021 and held it in 6 quarters. The position peaked at $454K in Q1 2022. 107 funds tracked by Wall St. Rank hold FINX as of Q1 2024.

Gladstone Institutional Advisory reported no remaining Global X FinTech ETF position as of Q1 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 13,249 Global X FinTech ETF shares in Q1 2024, an estimated $339K.
Gladstone Institutional Advisory first reported a position in Global X FinTech ETF in Q3 2021 and held it in 6 quarters.
Gladstone Institutional Advisory's Global X FinTech ETF position peaked at $454K in Q1 2022.
107 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.