Meridian Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Meridian Wealth 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
2022 Q2	–	Sell	-34,425	Closed	-$1.1M	–	565
2022 Q1	$1.1M	Buy	34,425 +8,119	+31%	+$266K	0.12%	145
2021 Q4	$1.05M	Buy	26,306 +1,223	+5%	+$57.9K	0.11%	151
2021 Q3	$1.2M	Buy	25,083 +850	+4%	+$41.6K	0.15%	133
2021 Q2	$1.16M	Buy	+24,233	New	+$1.11M	0.15%	135

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meridian Wealth Management's FINX Position: Q2 2022 in Review

Meridian Wealth Management sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 34,425 shares — an estimated $1.1M sold.

Meridian Wealth Management first reported a position in FINX in Q2 2021 and held it in 4 quarters. The position peaked at $1.2M in Q3 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Meridian Wealth Management reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Management sold 34,425 Global X FinTech ETF shares in Q2 2022, an estimated $1.1M.
Meridian Wealth Management first reported a position in Global X FinTech ETF in Q2 2021 and held it in 4 quarters.
Meridian Wealth Management's Global X FinTech ETF position peaked at $1.2M in Q3 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.