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Montag & Associates’s Global X FinTech ETF FINX Stock Holding History

Montag & Associates’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
Q1 		– Sell
-5
Closed – – 856
2021
Q4 		$0 Hold
5
– – ﹤0.01% 874
2021
Q3 		$0 Hold
5
– – ﹤0.01% 875
2021
Q2 		$0 Hold
5
– – ﹤0.01% 869
2021
Q1 		$0 Buy
+5
New +$235 ﹤0.01% 872

Other funds holding FINX

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Montag & Associates's FINX Position: Q1 2022 in Review

Montag & Associates sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 5 shares.

Montag & Associates first reported a position in FINX in Q1 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Montag & Associates reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 5 Global X FinTech ETF shares in Q1 2022.
  • Montag & Associates first reported a position in Global X FinTech ETF in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's Global X FinTech ETF position peaked at $0 in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.