Kingsview Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Kingsview Wealth 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	–	Sell	-21,449	Closed	-$598K	–	1065
2024 Q1	$598K	Sell	21,449 -23,253	-52%	-$593K	0.02%	624
2023 Q4	$1.14M	Buy	+44,702	New	+$960K	0.03%	431
2023 Q1	–	Sell	-15,017	Closed	-$289K	–	905
2022 Q4	$289K	Sell	15,017 -1,688	-10%	-$34K	0.01%	680
2022 Q3	$339K	Buy	+16,705	New	+$394K	0.02%	603
2022 Q2	–	Sell	-11,817	Closed	-$378K	–	847
2022 Q1	$378K	Buy	+11,817	New	+$387K	0.02%	635

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

Kingsview Wealth Management's FINX Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Global X FinTech ETF (FINX) in Q2 2024, closing a stake of 21,449 shares — an estimated $598K sold.

Kingsview Wealth Management first reported a position in FINX in Q1 2022 and held it in 5 quarters. The position peaked at $1.14M in Q4 2023. 103 funds tracked by Wall St. Rank hold FINX as of Q2 2024.

Kingsview Wealth Management reported no remaining Global X FinTech ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 21,449 Global X FinTech ETF shares in Q2 2024, an estimated $598K.
Kingsview Wealth Management first reported a position in Global X FinTech ETF in Q1 2022 and held it in 5 quarters.
Kingsview Wealth Management's Global X FinTech ETF position peaked at $1.14M in Q4 2023.
103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.