Institutional & Family Asset Management’s Global X FinTech ETF FINX Stock Holding History

Institutional & Family Asset Management’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 Q2	$8.71K	Hold	346	–	–	﹤0.01%	437
2024 Q1	$9.64K	Hold	346	–	–	﹤0.01%	416
2023 Q4	$8.85K	Hold	346	–	–	﹤0.01%	408
2023 Q3	$6.97K	Hold	346	–	–	﹤0.01%	415
2023 Q2	$7.64K	Hold	346	–	–	﹤0.01%	413
2023 Q1	$7.2K	Hold	346	–	–	﹤0.01%	415
2022 Q4	$6.66K	Sell	346 -182	-34%	-$3.67K	﹤0.01%	422
2022 Q3	$11K	Hold	528	–	–	﹤0.01%	374
2022 Q2	$11K	Hold	528	–	–	﹤0.01%	374
2022 Q1	$17K	Sell	528 -1,386	-72%	-$45.4K	﹤0.01%	375
2021 Q4	$77K	Sell	1,914 -40	-2%	-$1.9K	0.01%	226
2021 Q3	$94K	Hold	1,954	–	–	0.02%	249
2021 Q2	$93K	Sell	1,954 -5	-0.3%	-$230	0.02%	253
2021 Q1	$86K	Hold	1,959	–	–	0.02%	284
2020 Q4	$92K	Sell	1,959 -2	-0.1%	-$83	0.02%	257
2020 Q3	$74K	Sell	1,961 -2	-0.1%	-$73	0.02%	251
2020 Q2	$65K	Hold	1,963	–	–	0.01%	281
2020 Q1	$47K	Buy	1,963 +601	+44%	+$17.9K	0.01%	282
2019 Q4	$41K	Sell	1,362 -31	-2%	-$907	0.01%	331
2019 Q3	$40K	Hold	1,393	–	–	0.01%	315
2019 Q2	$41K	Buy	1,393 +528	+61%	+$15.1K	0.01%	333
2019 Q1	$24K	Hold	865	–	–	0.01%	406
2018 Q4	$19K	Sell	865 -1,360	-61%	-$33.4K	﹤0.01%	412
2018 Q3	$64K	Buy	2,225 +1,835	+471%	+$51K	0.01%	329
2018 Q2	$10K	Buy	+390	New	+$9.75K	﹤0.01%	527

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GKWIM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Institutional & Family Asset Management's FINX Position: Q2 2024 in Review

Institutional & Family Asset Management held its Global X FinTech ETF (FINX) position steady in Q2 2024 at 346 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Institutional & Family Asset Management first reported a position in FINX in Q2 2018 and has held it in 25 quarters since. The position peaked at $94K in Q3 2021. 103 funds tracked by Wall St. Rank hold FINX as of Q2 2024.

Institutional & Family Asset Management held 346 shares of Global X FinTech ETF worth $8.71K as of Q2 2024.
Institutional & Family Asset Management left its Global X FinTech ETF share count unchanged in Q2 2024.
Global X FinTech ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #437 holding.
Institutional & Family Asset Management first reported a position in Global X FinTech ETF in Q2 2018 and has held it in 25 quarters since.
Institutional & Family Asset Management's Global X FinTech ETF position peaked at $94K in Q3 2021.
103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.