HGERS
FINX icon

Householder Group Estate & Retirement Specialist’s Global X FinTech ETF FINX Stock Holding History

Householder Group Estate & Retirement Specialist’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
-5
Closed – – 569
2022
Q3 		$0 Buy
+5
New +$118 ﹤0.01% 1129

Other funds holding FINX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FINX Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 5 shares.

Householder Group Estate & Retirement Specialist first reported a position in FINX in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 5 Global X FinTech ETF shares in Q4 2022.
  • Householder Group Estate & Retirement Specialist first reported a position in Global X FinTech ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Global X FinTech ETF position peaked at $0 in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.