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Steward Financial Group’s Global X FinTech ETF FINX Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+85
New +$1.89K ﹤0.01% 1147
2023
Q2 		– Sell
-85
Closed -$1K – 656
2023
Q1 		$1K Buy
+85
New +$1.78K ﹤0.01% 607

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Financial Group's FINX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Global X FinTech ETF (FINX) in Q3 2023: 85 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1147 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FINX as recently as Q1 2023.

Steward Financial Group first reported a position in FINX in Q1 2023 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

  • Steward Financial Group held 85 shares of Global X FinTech ETF worth $1K as of Q3 2023.
  • Global X FinTech ETF was a new Steward Financial Group position in Q3 2023.
  • Global X FinTech ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1147 holding.
  • Steward Financial Group first reported a position in Global X FinTech ETF in Q1 2023 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.