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

Strategic Wealth 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
2021 Q4	$1.66M	Buy	41,386 +4,800	+13%	+$227K	0.82%	44
2021 Q3	$1.76M	Buy	36,586 +3,050	+9%	+$149K	0.91%	40
2021 Q2	$1.6M	Buy	33,536 +13,306	+66%	+$611K	0.86%	43
2021 Q1	$893K	Buy	+20,230	New	+$951K	0.54%	49

Other funds holding FINX

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MFS

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

Strategic Wealth Management's FINX Position: Q4 2021 in Review

Strategic Wealth Management increased its Global X FinTech ETF (FINX) stake by 13% in Q4 2021, buying an estimated $227K and bringing the position to 41,386 shares worth $1.66M. The position accounts for 0.82% of the portfolio, ranked #44.

Strategic Wealth Management first reported a position in FINX in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.76M in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

Strategic Wealth Management held 41,386 shares of Global X FinTech ETF worth $1.66M as of Q4 2021.
Strategic Wealth Management bought 4,800 Global X FinTech ETF shares in Q4 2021, an estimated $227K.
Global X FinTech ETF made up 0.82% of Strategic Wealth Management's portfolio in Q4 2021, its #44 holding.
Strategic Wealth Management first reported a position in Global X FinTech ETF in Q1 2021 and has held it in 4 quarters since.
Strategic Wealth Management's Global X FinTech ETF position peaked at $1.76M in Q3 2021.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.