TPB Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

TPB Wealth Advisors’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	$2.12M	Buy	101,587 +45,790	+82%	+$961K	1.15%	18
2022 Q4	$1.15M	Sell	55,797 -92,610	-62%	-$1.87M	0.59%	29
2022 Q3	$3.01M	Buy	148,407 +9,799	+7%	+$231K	1.44%	16
2022 Q2	$2.96M	Sell	138,608 -6,782	-5%	-$174K	1.33%	18
2022 Q1	$4.68M	Buy	145,390 +13,579	+10%	+$444K	1.75%	12
2021 Q4	$5.26M	Buy	131,811 +36,091	+38%	+$1.71M	2.56%	8
2021 Q3	$4.6M	Sell	95,720 -3,545	-4%	-$173K	3.33%	7
2021 Q2	$4.73M	Sell	99,265 -735	-0.7%	-$33.7K	3.05%	8
2021 Q1	$4.4M	Buy	+100,000	New	+$4.7M	3.78%	9

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 $67.7B AUM 51.91% 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

TPB Wealth Advisors's FINX Position: Q1 2023 in Review

TPB Wealth Advisors increased its Global X FinTech ETF (FINX) stake by 82% in Q1 2023, buying an estimated $961K and bringing the position to 101,587 shares worth $2.12M. The position accounts for 1.15% of the portfolio, ranked #18.

TPB Wealth Advisors first reported a position in FINX in Q1 2021 and has held it in 9 quarters since. The position peaked at $5.26M in Q4 2021. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

TPB Wealth Advisors held 101,587 shares of Global X FinTech ETF worth $2.12M as of Q1 2023.
TPB Wealth Advisors bought 45,790 Global X FinTech ETF shares in Q1 2023, an estimated $961K.
Global X FinTech ETF made up 1.15% of TPB Wealth Advisors's portfolio in Q1 2023, its #18 holding.
TPB Wealth Advisors first reported a position in Global X FinTech ETF in Q1 2021 and has held it in 9 quarters since.
TPB Wealth Advisors's Global X FinTech ETF position peaked at $5.26M in Q4 2021.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.