Sonata Capital Group’s Global X FinTech ETF FINX Stock Holding History

Sonata Capital Group’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
2022 Q2	–	Sell	-7,650	Closed	-$245K	–	113
2022 Q1	$245K	Sell	7,650 -500	-6%	-$16.4K	0.11%	109
2021 Q4	$326K	Buy	8,150 +300	+4%	+$14.2K	0.14%	95
2021 Q3	$377K	Hold	7,850	–	–	0.17%	85
2021 Q2	$374K	Sell	7,850 -200	-2%	-$9.18K	0.17%	89
2021 Q1	$355K	Buy	8,050 +100	+1%	+$4.7K	0.17%	91
2020 Q4	$371K	Buy	7,950 +1,000	+14%	+$41.7K	0.18%	86
2020 Q3	$264K	Buy	+6,950	New	+$253K	0.15%	97

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sonata Capital Group's FINX Position: Q2 2022 in Review

Sonata Capital Group sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 7,650 shares — an estimated $245K sold.

Sonata Capital Group first reported a position in FINX in Q3 2020 and held it in 7 quarters. The position peaked at $377K in Q3 2021. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Sonata Capital Group reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
Sonata Capital Group sold 7,650 Global X FinTech ETF shares in Q2 2022, an estimated $245K.
Sonata Capital Group first reported a position in Global X FinTech ETF in Q3 2020 and held it in 7 quarters.
Sonata Capital Group's Global X FinTech ETF position peaked at $377K in Q3 2021.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Sonata Capital Group's 13F filing for Q2 2022, filed 3 Aug 2022.