Realta Investment Advisors’s Global X FinTech ETF FINX Stock Holding History

Realta Investment 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
2020 Q1	–	Sell	-11,905	Closed	-$364K	–	674
2019 Q4	$364K	Buy	11,905 +7,105	+148%	+$208K	0.1%	237
2019 Q3	$139K	Buy	4,800 +2,700	+129%	+$79.5K	0.04%	421
2019 Q2	$62K	Buy	+2,100	New	+$60K	0.02%	621

Other funds holding FINX

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Realta Investment Advisors's FINX Position: Q1 2020 in Review

Realta Investment Advisors sold out of Global X FinTech ETF (FINX) in Q1 2020, closing a stake of 11,905 shares — an estimated $364K sold.

Realta Investment Advisors first reported a position in FINX in Q2 2019 and held it in 3 quarters. The position peaked at $364K in Q4 2019. 63 funds tracked by Wall St. Rank hold FINX as of Q1 2020.

Realta Investment Advisors reported no remaining Global X FinTech ETF position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 11,905 Global X FinTech ETF shares in Q1 2020, an estimated $364K.
Realta Investment Advisors first reported a position in Global X FinTech ETF in Q2 2019 and held it in 3 quarters.
Realta Investment Advisors's Global X FinTech ETF position peaked at $364K in Q4 2019.
63 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.