Janney Montgomery Scott’s Global X FinTech ETF FINX Stock Holding History

Janney Montgomery Scott’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 Q3	–	Sell	-12,280	Closed	-$309K	–	2718
2024 Q2	$309K	Hold	12,280	–	–	﹤0.01%	2193
2024 Q1	$342K	Buy	+12,280	New	+$313K	﹤0.01%	2250
2021 Q4	–	Sell	-4,260	Closed	-$205K	–	2381
2021 Q3	$205K	Hold	4,260	–	–	﹤0.01%	2153
2021 Q2	$203K	Sell	4,260 -1,075	-20%	-$49.3K	﹤0.01%	2127
2021 Q1	$235K	Buy	5,335 +840	+19%	+$39.5K	﹤0.01%	1984
2020 Q4	$210K	Buy	+4,495	New	+$187K	﹤0.01%	2077
2020 Q1	–	Sell	-8,893	Closed	-$270K	–	1955
2019 Q4	$270K	Hold	8,893	–	–	﹤0.01%	1768
2019 Q3	$256K	Hold	8,893	–	–	﹤0.01%	1767
2019 Q2	$262K	Buy	8,893 +464	+6%	+$13.3K	﹤0.01%	1762
2019 Q1	$233K	Buy	+8,429	New	+$217K	﹤0.01%	1785
2018 Q4	–	Sell	-7,829	Closed	-$225K	–	1977
2018 Q3	$225K	Buy	+7,829	New	+$218K	﹤0.01%	1866

Other funds holding FINX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GKWIM

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott's FINX Position: Q3 2024 in Review

Janney Montgomery Scott sold out of Global X FinTech ETF (FINX) in Q3 2024, closing a stake of 12,280 shares — an estimated $309K sold.

Janney Montgomery Scott first reported a position in FINX in Q3 2018 and held it in 11 quarters. The position peaked at $342K in Q1 2024. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

Janney Montgomery Scott reported no remaining Global X FinTech ETF position as of Q3 2024 after selling out during the quarter.
Janney Montgomery Scott sold 12,280 Global X FinTech ETF shares in Q3 2024, an estimated $309K.
Janney Montgomery Scott first reported a position in Global X FinTech ETF in Q3 2018 and held it in 11 quarters.
Janney Montgomery Scott's Global X FinTech ETF position peaked at $342K in Q1 2024.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.