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Oxford Financial Group’s Global X FinTech ETF FINX Stock Holding History

Oxford Financial 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
2023
Q1 		– Sell
-3,318
Closed -$63.9K – 268
2022
Q4 		$63.9K Buy
+3,318
New +$66.8K 0.01% 213

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Oxford Financial Group's FINX Position: Q1 2023 in Review

Oxford Financial Group sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 3,318 shares — an estimated $63.9K sold.

Oxford Financial Group first reported a position in FINX in Q4 2022 and held it in 1 quarter. The position peaked at $63.9K in Q4 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

  • Oxford Financial Group reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
  • Oxford Financial Group sold 3,318 Global X FinTech ETF shares in Q1 2023, an estimated $63.9K.
  • Oxford Financial Group first reported a position in Global X FinTech ETF in Q4 2022 and held it in 1 quarter.
  • Oxford Financial Group's Global X FinTech ETF position peaked at $63.9K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.