Plante Moran Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

Plante Moran Financial 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 Q4	–	Sell	-132	Closed	-$3K	–	899
2022 Q3	$3K	Hold	132	–	–	﹤0.01%	750
2022 Q2	$3K	Hold	132	–	–	﹤0.01%	765
2022 Q1	$4K	Hold	132	–	–	﹤0.01%	695
2021 Q4	$5K	Sell	132 -602	-82%	-$28.5K	﹤0.01%	812
2021 Q3	$35K	Hold	734	–	–	0.01%	447
2021 Q2	$35K	Buy	734 +132	+22%	+$6.06K	0.01%	437
2021 Q1	$27K	Buy	+602	New	+$28.3K	0.01%	482

Other funds holding FINX

Jane Street New York $777B AUM 61.18% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

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

Plante Moran Financial Advisors's FINX Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 132 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in FINX in Q1 2021 and held it in 7 quarters. The position peaked at $35K in Q3 2021. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 132 Global X FinTech ETF shares in Q4 2022, an estimated $3K.
Plante Moran Financial Advisors first reported a position in Global X FinTech ETF in Q1 2021 and held it in 7 quarters.
Plante Moran Financial Advisors's Global X FinTech ETF position peaked at $35K in Q3 2021.
136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.