Level Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

Level Financial Advisors’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 Q3	–	Sell	-27	Closed	-$1K	–	273
2022 Q2	$1K	Buy	+27	New	+$691	﹤0.01%	272

Other funds holding FINX

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

MFS

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Level Financial Advisors's FINX Position: Q3 2022 in Review

Level Financial Advisors sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in FINX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Level Financial Advisors reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 27 Global X FinTech ETF shares in Q3 2022, an estimated $1K.
Level Financial Advisors first reported a position in Global X FinTech ETF in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Global X FinTech ETF position peaked at $1K in Q2 2022.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.