Gradient Investments’s Global X FinTech ETF FINX Stock Holding History

Gradient Investments’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 Q3	–	Sell	-200	Closed	-$5.03K	–	657
2024 Q2	$5.03K	Hold	200	–	–	﹤0.01%	861
2024 Q1	$5.57K	Hold	200	–	–	﹤0.01%	712
2023 Q4	$5.11K	Hold	200	–	–	﹤0.01%	986
2023 Q3	$4.03K	Hold	200	–	–	﹤0.01%	1004
2023 Q2	$4.41K	Hold	200	–	–	﹤0.01%	976
2023 Q1	$4.16K	Hold	200	–	–	﹤0.01%	984
2022 Q4	$3.85K	Hold	200	–	–	﹤0.01%	974
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	990
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	932
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	858
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	842
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	773
2021 Q2	$10K	Buy	+200	New	+$9.18K	﹤0.01%	758

Other funds holding FINX

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

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

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

GKWIM

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's FINX Position: Q3 2024 in Review

Gradient Investments sold out of Global X FinTech ETF (FINX) in Q3 2024, closing a stake of 200 shares — an estimated $5.03K sold.

Gradient Investments first reported a position in FINX in Q2 2021 and held it in 13 quarters. The position peaked at $10K in Q3 2021. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

Gradient Investments reported no remaining Global X FinTech ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 200 Global X FinTech ETF shares in Q3 2024, an estimated $5.03K.
Gradient Investments first reported a position in Global X FinTech ETF in Q2 2021 and held it in 13 quarters.
Gradient Investments's Global X FinTech ETF position peaked at $10K in Q3 2021.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.