Snowden Capital Advisors’s Global X FinTech ETF FINX Stock Holding History

Snowden Capital 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
2023 Q3	–	Sell	-31,207	Closed	-$689K	–	1097
2023 Q2	$689K	Sell	31,207 -2,888	-8%	-$60.3K	0.02%	585
2023 Q1	$710K	Sell	34,095 -7,730	-18%	-$162K	0.03%	576
2022 Q4	$805K	Sell	41,825 -16,344	-28%	-$329K	0.03%	506
2022 Q3	$1.18M	Buy	58,169 +14,526	+33%	+$342K	0.05%	390
2022 Q2	$929K	Buy	+43,643	New	+$1.12M	0.04%	439
2022 Q1	–	Sell	-2,793	Closed	-$111K	–	1392
2021 Q4	$111K	Buy	+2,793	New	+$132K	0.01%	809

Other funds holding FINX

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

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

Jane Street New York $777B AUM 61.18% 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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

Snowden Capital Advisors's FINX Position: Q3 2023 in Review

Snowden Capital Advisors sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 31,207 shares — an estimated $689K sold.

Snowden Capital Advisors first reported a position in FINX in Q4 2021 and held it in 6 quarters. The position peaked at $1.18M in Q3 2022. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

Snowden Capital Advisors reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 31,207 Global X FinTech ETF shares in Q3 2023, an estimated $689K.
Snowden Capital Advisors first reported a position in Global X FinTech ETF in Q4 2021 and held it in 6 quarters.
Snowden Capital Advisors's Global X FinTech ETF position peaked at $1.18M in Q3 2022.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.