Strategic Asset Management’s Global X FinTech ETF FINX Stock Holding History

Strategic Asset Management’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 Q3	$16K	Hold	765	–	–	0.03%	284
2022 Q2	$16K	Hold	765	–	–	0.03%	306
2022 Q1	$24K	Hold	765	–	–	0.03%	254
2021 Q4	$31K	Hold	765	–	–	0.04%	214
2021 Q3	$38K	Buy	+765	New	+$37.4K	0.05%	177

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

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

Jane Street New York $777B AUM 61.18% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Strategic Asset Management's FINX Position: Q3 2022 in Review

Strategic Asset Management held its Global X FinTech ETF (FINX) position steady in Q3 2022 at 765 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #284.

Strategic Asset Management first reported a position in FINX in Q3 2021 and has held it in 5 quarters since. The position peaked at $38K in Q3 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Strategic Asset Management held 765 shares of Global X FinTech ETF worth $16K as of Q3 2022.
Strategic Asset Management left its Global X FinTech ETF share count unchanged in Q3 2022.
Global X FinTech ETF made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #284 holding.
Strategic Asset Management first reported a position in Global X FinTech ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Global X FinTech ETF position peaked at $38K in Q3 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.