Lugano Financial Advisors SA (LFA)’s Global X FinTech ETF FINX Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023 Q3	–	Sell	-2,600	Closed	-$57.4K	–	194
2023 Q2	$57.4K	Hold	2,600	–	–	0.04%	131
2023 Q1	$54.1K	Hold	2,600	–	–	0.04%	87
2022 Q4	$50K	Hold	2,600	–	–	0.04%	90
2022 Q3	$53K	Hold	2,600	–	–	0.04%	84
2022 Q2	$55K	Buy	2,600 +1,300	+100%	+$33.3K	0.04%	87
2022 Q1	$42K	Hold	1,300	–	–	0.03%	85
2021 Q4	$52K	Hold	1,300	–	–	0.03%	92
2021 Q3	$62K	Hold	1,300	–	–	0.04%	79
2021 Q2	$62K	Hold	1,300	–	–	0.04%	77
2021 Q1	$57K	Buy	+1,300	New	+$61.1K	0.04%	78
2019 Q1	–	Sell	-2,000	Closed	-$58K	–	150
2018 Q4	$58K	Hold	2,000	–	–	0.04%	125
2018 Q3	$58K	Hold	2,000	–	–	0.04%	125
2018 Q2	$52K	Buy	+2,000	New	+$50K	0.05%	96

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

Jane Street New York $777B AUM 61.18% 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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA)'s FINX Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 2,600 shares — an estimated $57.4K sold.

Lugano Financial Advisors SA (LFA) first reported a position in FINX in Q2 2018 and held it in 13 quarters. The position peaked at $62K in Q3 2021. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 2,600 Global X FinTech ETF shares in Q3 2023, an estimated $57.4K.
Lugano Financial Advisors SA (LFA) first reported a position in Global X FinTech ETF in Q2 2018 and held it in 13 quarters.
Lugano Financial Advisors SA (LFA)'s Global X FinTech ETF position peaked at $62K in Q3 2021.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.