SeaCrest Wealth Management’s Global X FinTech ETF FINX Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-850	Closed	-$24K	–	957
2019 Q1	$24K	Hold	850	–	–	﹤0.01%	1212
2018 Q4	$19K	Sell	850 -900	-51%	-$22.1K	﹤0.01%	1252
2018 Q3	$50K	Buy	1,750 +550	+46%	+$15.3K	0.01%	995
2018 Q2	$31K	Hold	1,200	–	–	0.01%	1173
2018 Q1	$28K	Buy	1,200 +900	+300%	+$21.1K	0.01%	1190
2017 Q4	$7K	Buy	+300	New	+$6.49K	﹤0.01%	1708

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

SeaCrest Wealth Management's FINX Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Global X FinTech ETF (FINX) in Q2 2019, closing a stake of 850 shares — an estimated $24K sold.

SeaCrest Wealth Management first reported a position in FINX in Q4 2017 and held it in 6 quarters. The position peaked at $50K in Q3 2018. 63 funds tracked by Wall St. Rank hold FINX as of Q2 2019.

SeaCrest Wealth Management reported no remaining Global X FinTech ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 850 Global X FinTech ETF shares in Q2 2019, an estimated $24K.
SeaCrest Wealth Management first reported a position in Global X FinTech ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Global X FinTech ETF position peaked at $50K in Q3 2018.
63 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.