Sowell Financial Services’s Global X FinTech ETF FINX Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-22,508	Closed	-$456K	–	529
2022 Q3	$456K	Buy	+22,508	New	+$530K	0.05%	328
2022 Q1	–	Sell	-50,280	Closed	-$2.1M	–	269
2021 Q4	$2.1M	Sell	50,280 -5,773	-10%	-$273K	0.12%	183
2021 Q3	$2.69M	Sell	56,053 -5,745	-9%	-$281K	0.18%	134
2021 Q2	$2.95M	Sell	61,798 -411	-0.7%	-$18.9K	0.2%	136
2021 Q1	$2.72M	Buy	62,209 +22,899	+58%	+$1.08M	0.09%	194
2020 Q4	$1.84M	Sell	39,310 -18,717	-32%	-$781K	0.08%	219
2020 Q3	$2.2M	Sell	58,027 -10,793	-16%	-$393K	0.11%	167
2020 Q2	$2.29M	Sell	68,820 -12,092	-15%	-$359K	0.13%	152
2020 Q1	$1.96M	Buy	+80,912	New	+$2.41M	0.14%	163

Other funds holding FINX

Jane Street New York $777B AUM 61.18% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sowell Financial Services's FINX Position: Q4 2022 in Review

Sowell Financial Services sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 22,508 shares — an estimated $456K sold.

Sowell Financial Services first reported a position in FINX in Q1 2020 and held it in 9 quarters. The position peaked at $2.95M in Q2 2021. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

Sowell Financial Services reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
Sowell Financial Services sold 22,508 Global X FinTech ETF shares in Q4 2022, an estimated $456K.
Sowell Financial Services first reported a position in Global X FinTech ETF in Q1 2020 and held it in 9 quarters.
Sowell Financial Services's Global X FinTech ETF position peaked at $2.95M in Q2 2021.
136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Sowell Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.