Matrix Private Capital Group’s Global X FinTech ETF FINX Stock Holding History

Matrix Private Capital Group’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	-1,995	Closed	-$43K	–	209
2022 Q2	$43K	Hold	1,995	–	–	0.02%	206
2022 Q1	$64K	Sell	1,995 -435	-18%	-$14.2K	0.03%	216
2021 Q4	$103K	Hold	2,430	–	–	0.05%	209
2021 Q3	$117K	Hold	2,430	–	–	0.06%	190
2021 Q2	$116K	Hold	2,430	–	–	0.06%	189
2021 Q1	$107K	Buy	2,430 +2,418	+20,150%	+$114K	0.06%	189
2020 Q4	$1K	Buy	+12	New	+$501	﹤0.01%	218

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

Matrix Private Capital Group's FINX Position: Q3 2022 in Review

Matrix Private Capital Group sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 1,995 shares — an estimated $43K sold.

Matrix Private Capital Group first reported a position in FINX in Q4 2020 and held it in 7 quarters. The position peaked at $117K in Q3 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Matrix Private Capital Group reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
Matrix Private Capital Group sold 1,995 Global X FinTech ETF shares in Q3 2022, an estimated $43K.
Matrix Private Capital Group first reported a position in Global X FinTech ETF in Q4 2020 and held it in 7 quarters.
Matrix Private Capital Group's Global X FinTech ETF position peaked at $117K in Q3 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.