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Orion Portfolio Solutions’s Global X FinTech ETF FINX Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-120
Closed -$4K – 971
2020
Q2 		$4K Hold
120
– – ﹤0.01% 1545
2020
Q1 		$3K Buy
+120
New +$3.57K ﹤0.01% 1451

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Orion Portfolio Solutions's FINX Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Global X FinTech ETF (FINX) in Q3 2020, closing a stake of 120 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in FINX in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 87 funds tracked by Wall St. Rank hold FINX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Global X FinTech ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 120 Global X FinTech ETF shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Global X FinTech ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Global X FinTech ETF position peaked at $4K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.