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Macroview Investment Management’s Global X FinTech ETF FINX Stock Holding History

Macroview Investment 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
Q4 		– Sell
-127
Closed -$3.56K – 250
2024
Q3 		$3.56K Hold
127
– – ﹤0.01% 417
2024
Q2 		$3.2K Hold
127
– – ﹤0.01% 425
2024
Q1 		$3.54K Hold
127
– – ﹤0.01% 452
2023
Q4 		$3.25K Buy
127
+61
+92% +$1.31K ﹤0.01% 451
2023
Q3 		$1.33K Sell
66
-127
-66% -$2.82K ﹤0.01% 623
2023
Q2 		$4.27K Hold
193
– – 0.01% 370
2023
Q1 		$4.02K Hold
193
– – 0.01% 330
2022
Q4 		$3.72K Sell
193
-37
-16% -$745 0.01% 336
2022
Q3 		$5K Sell
230
-145
-39% -$3.42K 0.01% 285
2022
Q2 		$8K Sell
375
-159
-30% -$4.07K 0.01% 278
2022
Q1 		$17K Sell
534
-96
-15% -$3.14K 0.02% 143
2021
Q4 		$25K Buy
630
+54
+9% +$2.56K 0.03% 122
2021
Q3 		$28K Buy
576
+126
+28% +$6.16K 0.04% 118
2021
Q2 		$21K Buy
450
+120
+36% +$5.51K 0.03% 140
2021
Q1 		$15K Buy
330
+25
+8% +$1.18K 0.02% 141
2020
Q4 		$14K Hold
305
– – 0.02% 128
2020
Q3 		$12K Buy
305
+13
+4% +$474 0.02% 127
2020
Q2 		$10K Sell
292
-34
-10% -$1.01K 0.02% 123
2020
Q1 		$8K Buy
+326
New +$9.69K 0.02% 127

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Macroview Investment Management's FINX Position: Q4 2024 in Review

Macroview Investment Management sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 127 shares — an estimated $3.56K sold.

Macroview Investment Management first reported a position in FINX in Q1 2020 and held it in 19 quarters. The position peaked at $28K in Q3 2021. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

  • Macroview Investment Management reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 127 Global X FinTech ETF shares in Q4 2024, an estimated $3.56K.
  • Macroview Investment Management first reported a position in Global X FinTech ETF in Q1 2020 and held it in 19 quarters.
  • Macroview Investment Management's Global X FinTech ETF position peaked at $28K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.