IBEX Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

IBEX Wealth Advisors’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
2021 Q2	–	Sell	-29,414	Closed	-$1.3M	–	189
2021 Q1	$1.3M	Buy	29,414 +6,267	+27%	+$295K	0.32%	91
2020 Q4	$1.08M	Buy	+23,147	New	+$965K	0.28%	89
2019 Q3	–	Sell	-1,378	Closed	-$40K	–	175
2019 Q2	$40K	Buy	+1,378	New	+$39.4K	0.01%	241

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IBEX Wealth Advisors's FINX Position: Q2 2021 in Review

IBEX Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q2 2021, closing a stake of 29,414 shares — an estimated $1.3M sold.

IBEX Wealth Advisors first reported a position in FINX in Q2 2019 and held it in 3 quarters. The position peaked at $1.3M in Q1 2021. 163 funds tracked by Wall St. Rank hold FINX as of Q2 2021.

IBEX Wealth Advisors reported no remaining Global X FinTech ETF position as of Q2 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 29,414 Global X FinTech ETF shares in Q2 2021, an estimated $1.3M.
IBEX Wealth Advisors first reported a position in Global X FinTech ETF in Q2 2019 and held it in 3 quarters.
IBEX Wealth Advisors's Global X FinTech ETF position peaked at $1.3M in Q1 2021.
163 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2021.

Based on IBEX Wealth Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.