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IPG Investment Advisors’s Global X FinTech ETF FINX Stock Holding History

IPG Investment 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
2022
Q1 		– Sell
-4,821
Closed -$204K – 184
2021
Q4 		$204K Sell
4,821
-7,200
-60% -$341K 0.04% 181
2021
Q3 		$577K Sell
12,021
-179
-1% -$8.76K 0.18% 64
2021
Q2 		$582K Hold
12,200
– – 0.17% 79
2021
Q1 		$538K Buy
+12,200
New +$574K 0.11% 119

Other funds holding FINX

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IPG Investment Advisors's FINX Position: Q1 2022 in Review

IPG Investment Advisors sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 4,821 shares — an estimated $204K sold.

IPG Investment Advisors first reported a position in FINX in Q1 2021 and held it in 4 quarters. The position peaked at $582K in Q2 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • IPG Investment Advisors reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • IPG Investment Advisors sold 4,821 Global X FinTech ETF shares in Q1 2022, an estimated $204K.
  • IPG Investment Advisors first reported a position in Global X FinTech ETF in Q1 2021 and held it in 4 quarters.
  • IPG Investment Advisors's Global X FinTech ETF position peaked at $582K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.