RDA Financial Network’s Global X FinTech ETF FINX Stock Holding History

RDA Financial Network’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
2021 Q4	–	Sell	-4,935	Closed	-$237K	–	225
2021 Q3	$237K	Sell	4,935 -125	-2%	-$6.12K	0.1%	189
2021 Q2	$241K	Buy	5,060 +400	+9%	+$18.4K	0.11%	193
2021 Q1	$206K	Hold	4,660	–	–	0.09%	211
2020 Q4	$218K	Sell	4,660 -640	-12%	-$26.7K	0.1%	202
2020 Q3	$201K	Sell	5,300 -2,075	-28%	-$75.6K	0.09%	208
2020 Q2	$245K	Buy	+7,375	New	+$219K	0.12%	169
2020 Q1	–	Sell	-7,525	Closed	-$245K	–	204
2019 Q4	$245K	Hold	7,525	–	–	0.1%	210
2019 Q3	$225K	Buy	7,525 +500	+7%	+$14.7K	0.1%	216
2019 Q2	$209K	Buy	+7,025	New	+$201K	0.09%	208

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

BWFA

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

RDA Financial Network's FINX Position: Q4 2021 in Review

RDA Financial Network sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 4,935 shares — an estimated $237K sold.

RDA Financial Network first reported a position in FINX in Q2 2019 and held it in 9 quarters. The position peaked at $245K in Q2 2020. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

RDA Financial Network reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
RDA Financial Network sold 4,935 Global X FinTech ETF shares in Q4 2021, an estimated $237K.
RDA Financial Network first reported a position in Global X FinTech ETF in Q2 2019 and held it in 9 quarters.
RDA Financial Network's Global X FinTech ETF position peaked at $245K in Q2 2020.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on RDA Financial Network's 13F filing for Q4 2021, filed 31 Jan 2022.