SPC
FINX icon

Sigma Planning Corp’s Global X FinTech ETF FINX Stock Holding History

Sigma Planning Corp’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
2023
Q2 		– Sell
-15,221
Closed -$317K – 1267
2023
Q1 		$317K Sell
15,221
-788
-5% -$16.5K 0.01% 981
2022
Q4 		$308K Sell
16,009
-930
-5% -$18.7K 0.01% 954
2022
Q3 		$344K Sell
16,939
-446
-3% -$10.5K 0.01% 891
2022
Q2 		$370K Sell
17,385
-1,715
-9% -$43.9K 0.01% 886
2022
Q1 		$612K Sell
19,100
-184
-1% -$6.02K 0.02% 758
2021
Q4 		$772K Buy
19,284
+230
+1% +$10.9K 0.02% 653
2021
Q3 		$915K Buy
19,054
+2,246
+13% +$110K 0.03% 574
2021
Q2 		$801K Buy
16,808
+971
+6% +$44.6K 0.02% 634
2021
Q1 		$699K Buy
15,837
+1,329
+9% +$62.5K 0.02% 630
2020
Q4 		$678K Sell
14,508
-243
-2% -$10.1K 0.02% 566
2020
Q3 		$560K Sell
14,751
-3,817
-21% -$139K 0.02% 568
2020
Q2 		$617K Buy
18,568
+125
+0.7% +$3.71K 0.03% 515
2020
Q1 		$446K Buy
18,443
+806
+5% +$24K 0.03% 517
2019
Q4 		$536K Buy
17,637
+4,222
+31% +$124K 0.02% 576
2019
Q3 		$386K Buy
+13,415
New +$395K 0.02% 671

Other funds holding FINX

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's FINX Position: Q2 2023 in Review

Sigma Planning Corp sold out of Global X FinTech ETF (FINX) in Q2 2023, closing a stake of 15,221 shares — an estimated $317K sold.

Sigma Planning Corp first reported a position in FINX in Q3 2019 and held it in 15 quarters. The position peaked at $915K in Q3 2021. 114 funds tracked by Wall St. Rank hold FINX as of Q2 2023.

  • Sigma Planning Corp reported no remaining Global X FinTech ETF position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 15,221 Global X FinTech ETF shares in Q2 2023, an estimated $317K.
  • Sigma Planning Corp first reported a position in Global X FinTech ETF in Q3 2019 and held it in 15 quarters.
  • Sigma Planning Corp's Global X FinTech ETF position peaked at $915K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.