O'Dell Group’s Global X FinTech ETF FINX Stock Holding History

O'Dell 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 Q3	–	Sell	-149	Closed	-$3K	–	434
2022 Q2	$3K	Hold	149	–	–	﹤0.01%	375
2022 Q1	$5K	Sell	149 -499	-77%	-$16.3K	﹤0.01%	385
2021 Q4	$26K	Hold	648	–	–	0.01%	218
2021 Q3	$31K	Buy	+648	New	+$31.7K	0.01%	197

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

O'Dell Group's FINX Position: Q3 2022 in Review

O'Dell Group sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 149 shares — an estimated $3K sold.

O'Dell Group first reported a position in FINX in Q3 2021 and held it in 4 quarters. The position peaked at $31K in Q3 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

O'Dell Group reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
O'Dell Group sold 149 Global X FinTech ETF shares in Q3 2022, an estimated $3K.
O'Dell Group first reported a position in Global X FinTech ETF in Q3 2021 and held it in 4 quarters.
O'Dell Group's Global X FinTech ETF position peaked at $31K in Q3 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on O'Dell Group's 13F filing for Q3 2022, filed 8 Nov 2022.