SVB Wealth’s Global X FinTech ETF FINX Stock Holding History

SVB Wealth’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 Q1	–	Sell	-17,354	Closed	-$334K	–	1038
2022 Q4	$334K	Hold	17,354	–	–	﹤0.01%	702
2022 Q3	$352K	Buy	17,354 +654	+4%	+$15.4K	0.01%	634
2022 Q2	$356K	Sell	16,700 -500	-3%	-$12.8K	0.01%	516
2022 Q1	$551K	Hold	17,200	–	–	0.01%	437
2021 Q4	$689K	Buy	17,200 +11,000	+177%	+$521K	0.01%	372
2021 Q3	$298K	Sell	6,200 -11,000	-64%	-$538K	﹤0.01%	791
2021 Q2	$820K	Sell	17,200 -872	-5%	-$40K	0.01%	436
2021 Q1	$797K	Buy	18,072 +2,572	+17%	+$121K	0.01%	401
2020 Q4	$724K	Hold	15,500	–	–	0.01%	390
2020 Q3	$589K	Buy	15,500 +100	+0.6%	+$3.65K	0.01%	369
2020 Q2	$512K	Hold	15,400	–	–	0.01%	360
2020 Q1	$372K	Buy	15,400 +50	+0.3%	+$1.49K	0.01%	359
2019 Q4	$466K	Buy	+15,350	New	+$449K	0.01%	427

Other funds holding FINX

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth's FINX Position: Q1 2023 in Review

SVB Wealth sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 17,354 shares — an estimated $334K sold.

SVB Wealth first reported a position in FINX in Q4 2019 and held it in 13 quarters. The position peaked at $820K in Q2 2021. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

SVB Wealth reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
SVB Wealth sold 17,354 Global X FinTech ETF shares in Q1 2023, an estimated $334K.
SVB Wealth first reported a position in Global X FinTech ETF in Q4 2019 and held it in 13 quarters.
SVB Wealth's Global X FinTech ETF position peaked at $820K in Q2 2021.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.