Glassman Wealth Services’s Global X FinTech ETF FINX Stock Holding History

Glassman Wealth Services’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 Q4	–	Sell	-77	Closed	-$2K	–	1965
2022 Q3	$2K	Buy	+77	New	+$1.81K	﹤0.01%	1211

Other funds holding FINX

Jane Street New York $777B AUM 61.18% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Glassman Wealth Services's FINX Position: Q4 2022 in Review

Glassman Wealth Services sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 77 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in FINX in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

Glassman Wealth Services reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
Glassman Wealth Services sold 77 Global X FinTech ETF shares in Q4 2022, an estimated $2K.
Glassman Wealth Services first reported a position in Global X FinTech ETF in Q3 2022 and held it in 1 quarter.
Glassman Wealth Services's Global X FinTech ETF position peaked at $2K in Q3 2022.
136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.