MOTCO’s Global X FinTech ETF FINX Stock Holding History

MOTCO’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
2021 Q3	–	Sell	-80	Closed	-$4K	–	618
2021 Q2	$4K	Buy	+80	New	+$3.67K	﹤0.01%	562

Other funds holding FINX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MOTCO's FINX Position: Q3 2021 in Review

MOTCO sold out of Global X FinTech ETF (FINX) in Q3 2021, closing a stake of 80 shares — an estimated $4K sold.

MOTCO first reported a position in FINX in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 166 funds tracked by Wall St. Rank hold FINX as of Q3 2021.

MOTCO reported no remaining Global X FinTech ETF position as of Q3 2021 after selling out during the quarter.
MOTCO sold 80 Global X FinTech ETF shares in Q3 2021, an estimated $4K.
MOTCO first reported a position in Global X FinTech ETF in Q2 2021 and held it in 1 quarter.
MOTCO's Global X FinTech ETF position peaked at $4K in Q2 2021.
166 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2021.

Based on MOTCO's 13F filing for Q3 2021, filed 29 Oct 2021.