Merit Financial Group’s Global X FinTech ETF FINX Stock Holding History

Merit Financial 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 Q2	–	Sell	-22,577	Closed	-$723K	–	591
2022 Q1	$723K	Sell	22,577 -57,733	-72%	-$1.89M	0.04%	193
2021 Q4	$3.21M	Sell	80,310 -593	-0.7%	-$28.1K	0.32%	41
2021 Q3	$3.88M	Sell	80,903 -367	-0.5%	-$18K	0.41%	27
2021 Q2	$3.87M	Buy	81,270 +2,590	+3%	+$119K	0.36%	27
2021 Q1	$3.47M	Sell	78,680 -31,122	-28%	-$1.46M	0.36%	28
2020 Q4	$5.13M	Buy	109,802 +11,032	+11%	+$460K	0.5%	13
2020 Q3	$3.75M	Buy	98,770 +19,091	+24%	+$696K	0.34%	21
2020 Q2	$2.65M	Buy	79,679 +40,304	+102%	+$1.2M	0.26%	26
2020 Q1	$951K	Buy	39,375 +19,286	+96%	+$573K	0.11%	79
2019 Q4	$610K	Buy	+20,089	New	+$588K	0.05%	118

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

Merit Financial Group's FINX Position: Q2 2022 in Review

Merit Financial Group sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 22,577 shares — an estimated $723K sold.

Merit Financial Group first reported a position in FINX in Q4 2019 and held it in 10 quarters. The position peaked at $5.13M in Q4 2020. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Merit Financial Group reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
Merit Financial Group sold 22,577 Global X FinTech ETF shares in Q2 2022, an estimated $723K.
Merit Financial Group first reported a position in Global X FinTech ETF in Q4 2019 and held it in 10 quarters.
Merit Financial Group's Global X FinTech ETF position peaked at $5.13M in Q4 2020.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Merit Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.