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Stephens Inc’s Global X FinTech ETF FINX Stock Holding History

Stephens Inc’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
2020
Q2 		– Sell
-93,873
Closed -$2.27M – 1162
2020
Q1 		$2.27M Sell
93,873
-17,546
-16% -$522K 0.06% 322
2019
Q4 		$3.38M Sell
111,419
-286
-0.3% -$8.37K 0.07% 301
2019
Q3 		$3.21M Buy
111,705
+14,832
+15% +$437K 0.07% 290
2019
Q2 		$2.86M Buy
96,873
+2,932
+3% +$83.8K 0.06% 325
2019
Q1 		$2.6M Buy
+93,941
New +$2.41M 0.06% 341

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stephens Inc's FINX Position: Q2 2020 in Review

Stephens Inc sold out of Global X FinTech ETF (FINX) in Q2 2020, closing a stake of 93,873 shares — an estimated $2.27M sold.

Stephens Inc first reported a position in FINX in Q1 2019 and held it in 5 quarters. The position peaked at $3.38M in Q4 2019. 71 funds tracked by Wall St. Rank hold FINX as of Q2 2020.

  • Stephens Inc reported no remaining Global X FinTech ETF position as of Q2 2020 after selling out during the quarter.
  • Stephens Inc sold 93,873 Global X FinTech ETF shares in Q2 2020, an estimated $2.27M.
  • Stephens Inc first reported a position in Global X FinTech ETF in Q1 2019 and held it in 5 quarters.
  • Stephens Inc's Global X FinTech ETF position peaked at $3.38M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2020.

Based on Stephens Inc's 13F filing for Q2 2020, filed 24 Aug 2020.