NewEdge Wealth’s Global X FinTech ETF FINX Stock Holding History

NewEdge Wealth’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	-23,405	Closed	-$749K	–	560
2022 Q1	$749K	Buy	23,405 +1,675	+8%	+$54.8K	0.03%	251
2021 Q4	$870K	Buy	21,730 +1,048	+5%	+$49.6K	0.04%	241
2021 Q3	$993K	Buy	20,682 +2,936	+17%	+$144K	0.06%	179
2021 Q2	$846K	Buy	17,746 +2,170	+14%	+$99.6K	0.06%	185
2021 Q1	$687K	Buy	15,576 +10,766	+224%	+$506K	0.07%	194
2020 Q4	$225K	Buy	+4,810	New	+$201K	0.07%	138

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

NewEdge Wealth's FINX Position: Q2 2022 in Review

NewEdge Wealth sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 23,405 shares — an estimated $749K sold.

NewEdge Wealth first reported a position in FINX in Q4 2020 and held it in 6 quarters. The position peaked at $993K in Q3 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

NewEdge Wealth reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
NewEdge Wealth sold 23,405 Global X FinTech ETF shares in Q2 2022, an estimated $749K.
NewEdge Wealth first reported a position in Global X FinTech ETF in Q4 2020 and held it in 6 quarters.
NewEdge Wealth's Global X FinTech ETF position peaked at $993K in Q3 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on NewEdge Wealth's 13F filing for Q2 2022, filed 9 Aug 2022.