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Raymond James & Associates’s Global X FinTech ETF FINX Stock Holding History

Raymond James & Associates’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 		$1.11M Sell
39,734
-15,188
-28% -$401K ﹤0.01% 2628
2024
Q2 		$1.38M Sell
54,922
-27,640
-33% -$709K ﹤0.01% 2392
2024
Q1 		$2.3M Sell
82,562
-5,450
-6% -$139K ﹤0.01% 2072
2023
Q4 		$2.25M Sell
88,012
-1,299
-1% -$27.9K ﹤0.01% 2031
2023
Q3 		$1.8M Buy
89,311
+2,580
+3% +$57.2K ﹤0.01% 2085
2023
Q2 		$1.91M Buy
86,731
+6,881
+9% +$144K ﹤0.01% 2082
2023
Q1 		$1.66M Buy
79,850
+4,221
+6% +$88.6K ﹤0.01% 2151
2022
Q4 		$1.46M Sell
75,629
-16,619
-18% -$335K ﹤0.01% 2200
2022
Q3 		$1.87M Buy
92,248
+7,180
+8% +$169K ﹤0.01% 2007
2022
Q2 		$1.81M Sell
85,068
-29,376
-26% -$752K ﹤0.01% 2042
2022
Q1 		$3.66M Sell
114,444
-76,056
-40% -$2.49M ﹤0.01% 1738
2021
Q4 		$7.63M Buy
190,500
+484
+0.3% +$22.9K 0.01% 1265
2021
Q3 		$9.13M Sell
190,016
-3,396
-2% -$166K 0.01% 1106
2021
Q2 		$9.22M Buy
193,412
+9,079
+5% +$417K 0.01% 1116
2021
Q1 		$8.13M Buy
184,333
+80,282
+77% +$3.78M 0.01% 1148
2020
Q4 		$4.86M Buy
104,051
+15,842
+18% +$661K 0.01% 1360
2020
Q3 		$3.35M Sell
88,209
-2,887
-3% -$105K ﹤0.01% 1435
2020
Q2 		$3.03M Sell
91,096
-30,458
-25% -$903K ﹤0.01% 1480
2020
Q1 		$2.94M Sell
121,554
-36,233
-23% -$1.08M ﹤0.01% 1351
2019
Q4 		$4.79M Buy
157,787
+35,852
+29% +$1.05M 0.01% 1281
2019
Q3 		$3.51M Buy
121,935
+30,938
+34% +$911K ﹤0.01% 1444
2019
Q2 		$2.69M Buy
90,997
+13,362
+17% +$382K ﹤0.01% 1619
2019
Q1 		$2.15M Buy
77,635
+44,262
+133% +$1.14M ﹤0.01% 1719
2018
Q4 		$737K Buy
33,373
+7,949
+31% +$195K ﹤0.01% 2280
2018
Q3 		$731K Buy
25,424
+10,018
+65% +$278K ﹤0.01% 2442
2018
Q2 		$401K Buy
+15,406
New +$385K ﹤0.01% 2833

Other funds holding FINX

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James & Associates's FINX Position: Q3 2024 in Review

Raymond James & Associates reduced its Global X FinTech ETF (FINX) stake by 28% in Q3 2024, selling an estimated $401K and leaving 39,734 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Raymond James & Associates first reported a position in FINX in Q2 2018 and has held it in 26 quarters since. The position peaked at $9.22M in Q2 2021. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

  • Raymond James & Associates held 39,734 shares of Global X FinTech ETF worth $1.11M as of Q3 2024.
  • Raymond James & Associates sold 15,188 Global X FinTech ETF shares in Q3 2024, an estimated $401K.
  • Global X FinTech ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2628 holding.
  • Raymond James & Associates first reported a position in Global X FinTech ETF in Q2 2018 and has held it in 26 quarters since.
  • Raymond James & Associates's Global X FinTech ETF position peaked at $9.22M in Q2 2021.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.