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

Reilly 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
2021
Q2 		– Sell
-175
Closed -$8K – 1023
2021
Q1 		$8K Buy
+175
New +$8.23K ﹤0.01% 732

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reilly Financial Advisors's FINX Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Global X FinTech ETF (FINX) in Q2 2021, closing a stake of 175 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in FINX in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 163 funds tracked by Wall St. Rank hold FINX as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Global X FinTech ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 175 Global X FinTech ETF shares in Q2 2021, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Global X FinTech ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Global X FinTech ETF position peaked at $8K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.