Legacy Private Trust’s Global X FinTech ETF FINX Stock Holding History

Legacy Private Trust’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 Q2	–	Sell	-6,384	Closed	-$204K	–	231
2022 Q1	$204K	Sell	6,384 -5,211	-45%	-$171K	0.02%	234
2021 Q4	$464K	Sell	11,595 -4,849	-29%	-$230K	0.03%	199
2021 Q3	$789K	Sell	16,444 -790	-5%	-$38.6K	0.06%	162
2021 Q2	$822K	Buy	17,234 +9,709	+129%	+$446K	0.07%	157
2021 Q1	$332K	Buy	7,525 +313	+4%	+$14.7K	0.03%	191
2020 Q4	$337K	Hold	7,212	–	–	0.03%	196
2020 Q3	$274K	Buy	7,212 +106	+1%	+$3.86K	0.03%	201
2020 Q2	$236K	Buy	+7,106	New	+$211K	0.03%	194

Other funds holding FINX

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Private Trust's FINX Position: Q2 2022 in Review

Legacy Private Trust sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 6,384 shares — an estimated $204K sold.

Legacy Private Trust first reported a position in FINX in Q2 2020 and held it in 8 quarters. The position peaked at $822K in Q2 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Legacy Private Trust reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
Legacy Private Trust sold 6,384 Global X FinTech ETF shares in Q2 2022, an estimated $204K.
Legacy Private Trust first reported a position in Global X FinTech ETF in Q2 2020 and held it in 8 quarters.
Legacy Private Trust's Global X FinTech ETF position peaked at $822K in Q2 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Legacy Private Trust's 13F filing for Q2 2022, filed 7 Jul 2022.