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Oppenheimer & Co’s Global X FinTech ETF FINX Stock Holding History

Oppenheimer & Co’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
-19,901
Closed -$797K – 1510
2021
Q4 		$797K Sell
19,901
-4,213
-17% -$200K 0.01% 868
2021
Q3 		$1.16M Sell
24,114
-2,752
-10% -$135K 0.02% 694
2021
Q2 		$1.28M Sell
26,866
-3,093
-10% -$142K 0.02% 656
2021
Q1 		$1.32M Buy
29,959
+14,326
+92% +$674K 0.03% 604
2020
Q4 		$730K Buy
15,633
+8,485
+119% +$354K 0.02% 751
2020
Q3 		$271K Sell
7,148
-1,900
-21% -$69.3K 0.01% 1026
2020
Q2 		$301K Buy
+9,048
New +$268K 0.01% 968
2020
Q1 		– Sell
-12,452
Closed -$378K – 1237
2019
Q4 		$378K Sell
12,452
-482
-4% -$14.1K 0.01% 942
2019
Q3 		$372K Buy
12,934
+153
+1% +$4.51K 0.01% 902
2019
Q2 		$377K Buy
12,781
+770
+6% +$22K 0.01% 920
2019
Q1 		$332K Buy
+12,011
New +$309K 0.01% 991
2018
Q4 		– Sell
-13,178
Closed -$379K – 1285
2018
Q3 		$379K Buy
13,178
+88
+0.7% +$2.44K 0.01% 968
2018
Q2 		$341K Buy
13,090
+1,217
+10% +$30.4K 0.01% 1008
2018
Q1 		$278K Buy
+11,873
New +$278K 0.01% 1097

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

Oppenheimer & Co's FINX Position: Q1 2022 in Review

Oppenheimer & Co sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 19,901 shares — an estimated $797K sold.

Oppenheimer & Co first reported a position in FINX in Q1 2018 and held it in 14 quarters. The position peaked at $1.32M in Q1 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Oppenheimer & Co reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 19,901 Global X FinTech ETF shares in Q1 2022, an estimated $797K.
  • Oppenheimer & Co first reported a position in Global X FinTech ETF in Q1 2018 and held it in 14 quarters.
  • Oppenheimer & Co's Global X FinTech ETF position peaked at $1.32M in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.