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

Laidlaw 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
2022 Q4	–	Sell	-28,507	Closed	-$578K	–	372
2022 Q3	$578K	Buy	28,507 +3,896	+16%	+$91.8K	0.14%	163
2022 Q2	$524K	Buy	24,611 +6,352	+35%	+$163K	0.11%	193
2022 Q1	$585K	Buy	18,259 +5,482	+43%	+$179K	0.1%	198
2021 Q4	$511K	Sell	12,777 -180	-1%	-$8.53K	0.08%	220
2021 Q3	$622K	Sell	12,957 -1,248	-9%	-$61K	0.16%	130
2021 Q2	$677K	Buy	14,205 +3,710	+35%	+$170K	0.17%	120
2021 Q1	$463K	Buy	10,495 +4,388	+72%	+$206K	0.16%	132
2020 Q4	$285K	Buy	+6,107	New	+$255K	0.06%	272

Other funds holding FINX

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Laidlaw Wealth Management's FINX Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 28,507 shares — an estimated $578K sold.

Laidlaw Wealth Management first reported a position in FINX in Q4 2020 and held it in 8 quarters. The position peaked at $677K in Q2 2021. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

Laidlaw Wealth Management reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 28,507 Global X FinTech ETF shares in Q4 2022, an estimated $578K.
Laidlaw Wealth Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Global X FinTech ETF position peaked at $677K in Q2 2021.
136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.