Howe & Rusling’s Global X FinTech ETF FINX Stock Holding History

Howe & Rusling’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	-489	Closed	-$12.5K	–	388
2023 Q4	$12.5K	Buy	+489	New	+$10.5K	﹤0.01%	318
2022 Q4	–	Sell	-103	Closed	-$2K	–	579
2022 Q3	$2K	Hold	103	–	–	﹤0.01%	860
2022 Q2	$2K	Hold	103	–	–	﹤0.01%	859
2022 Q1	$3K	Hold	103	–	–	﹤0.01%	775
2021 Q4	$4K	Hold	103	–	–	﹤0.01%	723
2021 Q3	$5K	Buy	+103	New	+$5.04K	﹤0.01%	639

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

Howe & Rusling's FINX Position: Q1 2024 in Review

Howe & Rusling sold out of Global X FinTech ETF (FINX) in Q1 2024, closing a stake of 489 shares — an estimated $12.5K sold.

Howe & Rusling first reported a position in FINX in Q3 2021 and held it in 6 quarters. The position peaked at $12.5K in Q4 2023. 107 funds tracked by Wall St. Rank hold FINX as of Q1 2024.

Howe & Rusling reported no remaining Global X FinTech ETF position as of Q1 2024 after selling out during the quarter.
Howe & Rusling sold 489 Global X FinTech ETF shares in Q1 2024, an estimated $12.5K.
Howe & Rusling first reported a position in Global X FinTech ETF in Q3 2021 and held it in 6 quarters.
Howe & Rusling's Global X FinTech ETF position peaked at $12.5K in Q4 2023.
107 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2024.

Based on Howe & Rusling's 13F filing for Q1 2024, filed 15 May 2024.