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

Pinnacle 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
2024 Q3	–	Sell	-21,695	Closed	-$546K	–	82
2024 Q2	$546K	Buy	21,695 +100	+0.5%	+$2.56K	0.23%	41
2024 Q1	$602K	Sell	21,595 -29	-0.1%	-$740	0.26%	39
2023 Q4	$553K	Buy	21,624 +1,291	+6%	+$27.7K	0.28%	39
2023 Q3	$410K	Sell	20,333 -237	-1%	-$5.26K	0.24%	43
2023 Q2	$454K	Buy	20,570 +1,146	+6%	+$23.9K	0.26%	41
2023 Q1	$404K	Buy	19,424 +377	+2%	+$7.92K	0.24%	44
2022 Q4	$367K	Sell	19,047 -206	-1%	-$4.15K	0.26%	46
2022 Q3	$390K	Buy	19,253 +440	+2%	+$10.4K	0.34%	36
2022 Q2	$401K	Sell	18,813 -1,567	-8%	-$40.1K	0.34%	35
2022 Q1	$653K	Buy	20,380 +262	+1%	+$8.57K	0.53%	27
2021 Q4	$805K	Buy	+20,118	New	+$953K	0.62%	25

Other funds holding FINX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Financial Group's FINX Position: Q3 2024 in Review

Pinnacle Financial Group sold out of Global X FinTech ETF (FINX) in Q3 2024, closing a stake of 21,695 shares — an estimated $546K sold.

Pinnacle Financial Group first reported a position in FINX in Q4 2021 and held it in 11 quarters. The position peaked at $805K in Q4 2021. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

Pinnacle Financial Group reported no remaining Global X FinTech ETF position as of Q3 2024 after selling out during the quarter.
Pinnacle Financial Group sold 21,695 Global X FinTech ETF shares in Q3 2024, an estimated $546K.
Pinnacle Financial Group first reported a position in Global X FinTech ETF in Q4 2021 and held it in 11 quarters.
Pinnacle Financial Group's Global X FinTech ETF position peaked at $805K in Q4 2021.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Pinnacle Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.