Raymond James Financial Services Advisors’s Global X FinTech ETF FINX Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.1M	Sell	39,122 -5,973	-13%	-$158K	﹤0.01%	2100
2024 Q2	$1.13M	Sell	45,095 -446	-1%	-$11.4K	﹤0.01%	2010
2024 Q1	$1.27M	Sell	45,541 -5,509	-11%	-$141K	﹤0.01%	1921
2023 Q4	$1.31M	Sell	51,050 -6,857	-12%	-$147K	﹤0.01%	1828
2023 Q3	$1.17M	Sell	57,907 -2,819	-5%	-$62.5K	﹤0.01%	1819
2023 Q2	$1.34M	Sell	60,726 -5,242	-8%	-$109K	﹤0.01%	1763
2023 Q1	$1.37M	Sell	65,968 -28,939	-30%	-$608K	﹤0.01%	1706
2022 Q4	$1.83M	Buy	94,907 +15,133	+19%	+$305K	﹤0.01%	1488
2022 Q3	$1.62M	Sell	79,774 -14,046	-15%	-$331K	﹤0.01%	1547
2022 Q2	$2M	Sell	93,820 -3,082	-3%	-$78.9K	﹤0.01%	1439
2022 Q1	$3.1M	Buy	96,902 +46,893	+94%	+$1.53M	0.01%	1252
2021 Q4	$2M	Buy	50,009 +17,424	+53%	+$825K	﹤0.01%	1533
2021 Q3	$1.56M	Sell	32,585 -26,810	-45%	-$1.31M	﹤0.01%	1640
2021 Q2	$2.83M	Buy	59,395 +10,386	+21%	+$477K	0.01%	1276
2021 Q1	$2.16M	Buy	49,009 +14,916	+44%	+$702K	﹤0.01%	1366
2020 Q4	$1.59M	Buy	34,093 +1,536	+5%	+$64.1K	﹤0.01%	1433
2020 Q3	$1.24M	Buy	32,557 +1,779	+6%	+$64.9K	﹤0.01%	1422
2020 Q2	$1.02M	Buy	30,778 +19,716	+178%	+$585K	﹤0.01%	1478
2020 Q1	$267K	Sell	11,062 -1,375	-11%	-$40.9K	﹤0.01%	1910
2019 Q4	$378K	Buy	12,437 +409	+3%	+$12K	﹤0.01%	2164
2019 Q3	$346K	Sell	12,028 -981	-8%	-$28.9K	﹤0.01%	2155
2019 Q2	$384K	Buy	13,009 +2,195	+20%	+$62.7K	﹤0.01%	2095
2019 Q1	$299K	Buy	+10,814	New	+$278K	﹤0.01%	2241
2018 Q4	–	Sell	-23,640	Closed	-$680K	–	2638
2018 Q3	$680K	Buy	23,640 +5,516	+30%	+$153K	﹤0.01%	1698
2018 Q2	$472K	Buy	+18,124	New	+$453K	﹤0.01%	1909

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 $445B AUM 25.58% 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 $3.75B AUM 28.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial Services Advisors's FINX Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Global X FinTech ETF (FINX) stake by 13% in Q3 2024, selling an estimated $158K and leaving 39,122 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Raymond James Financial Services Advisors first reported a position in FINX in Q2 2018 and has held it in 25 quarters since. The position peaked at $3.1M in Q1 2022. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

Raymond James Financial Services Advisors held 39,122 shares of Global X FinTech ETF worth $1.1M as of Q3 2024.
Raymond James Financial Services Advisors sold 5,973 Global X FinTech ETF shares in Q3 2024, an estimated $158K.
Global X FinTech ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2100 holding.
Raymond James Financial Services Advisors first reported a position in Global X FinTech ETF in Q2 2018 and has held it in 25 quarters since.
Raymond James Financial Services Advisors's Global X FinTech ETF position peaked at $3.1M in Q1 2022.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.