Ironwood Financial’s Global X FinTech ETF FINX Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-217	Closed	-$10K	–	263
2021 Q3	$10K	Hold	217	–	–	﹤0.01%	366
2021 Q2	$10K	Hold	217	–	–	﹤0.01%	361
2021 Q1	$10K	Buy	+217	New	+$10.2K	﹤0.01%	337

Other funds holding FINX

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Ironwood Financial's FINX Position: Q4 2021 in Review

Ironwood Financial sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 217 shares — an estimated $10K sold.

Ironwood Financial first reported a position in FINX in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

Ironwood Financial reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 217 Global X FinTech ETF shares in Q4 2021, an estimated $10K.
Ironwood Financial first reported a position in Global X FinTech ETF in Q1 2021 and held it in 3 quarters.
Ironwood Financial's Global X FinTech ETF position peaked at $10K in Q3 2021.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.