Tidemark’s Global X FinTech ETF FINX Stock Holding History

Tidemark’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
2024 Q2	–	Sell	-13	Closed	-$362	–	667
2024 Q1	$362	Buy	+13	New	+$332	﹤0.01%	669

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Tidemark's FINX Position: Q2 2024 in Review

Tidemark sold out of Global X FinTech ETF (FINX) in Q2 2024, closing a stake of 13 shares — an estimated $362 sold.

Tidemark first reported a position in FINX in Q1 2024 and held it in 1 quarter. The position peaked at $362 in Q1 2024. 103 funds tracked by Wall St. Rank hold FINX as of Q2 2024.

Tidemark reported no remaining Global X FinTech ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 13 Global X FinTech ETF shares in Q2 2024, an estimated $362.
Tidemark first reported a position in Global X FinTech ETF in Q1 2024 and held it in 1 quarter.
Tidemark's Global X FinTech ETF position peaked at $362 in Q1 2024.
103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.