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

Operose 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
2022 Q1	–	Sell	-20	Closed	-$1K	–	328
2021 Q4	$1K	Buy	+20	New	+$947	﹤0.01%	292

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Operose Advisors's FINX Position: Q1 2022 in Review

Operose Advisors sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Operose Advisors first reported a position in FINX in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

Operose Advisors reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
Operose Advisors sold 20 Global X FinTech ETF shares in Q1 2022, an estimated $1K.
Operose Advisors first reported a position in Global X FinTech ETF in Q4 2021 and held it in 1 quarter.
Operose Advisors's Global X FinTech ETF position peaked at $1K in Q4 2021.
149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Operose Advisors's 13F filing for Q1 2022, filed 12 May 2022.