MONECO Advisors’s Global X FinTech ETF FINX Stock Holding History

MONECO Advisors’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 Q2	–	Sell	-75,831	Closed	-$2.11M	–	428
2024 Q1	$2.11M	Sell	75,831 -327	-0.4%	-$8.34K	0.34%	90
2023 Q4	$1.95M	Buy	+76,158	New	+$1.64M	0.37%	71

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

MONECO Advisors's FINX Position: Q2 2024 in Review

MONECO Advisors sold out of Global X FinTech ETF (FINX) in Q2 2024, closing a stake of 75,831 shares — an estimated $2.11M sold.

MONECO Advisors first reported a position in FINX in Q4 2023 and held it in 2 quarters. The position peaked at $2.11M in Q1 2024. 103 funds tracked by Wall St. Rank hold FINX as of Q2 2024.

MONECO Advisors reported no remaining Global X FinTech ETF position as of Q2 2024 after selling out during the quarter.
MONECO Advisors sold 75,831 Global X FinTech ETF shares in Q2 2024, an estimated $2.11M.
MONECO Advisors first reported a position in Global X FinTech ETF in Q4 2023 and held it in 2 quarters.
MONECO Advisors's Global X FinTech ETF position peaked at $2.11M in Q1 2024.
103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.