Tradewinds LLC’s Global X FinTech ETF FINX Stock Holding History

Tradewinds LLC’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	-6,319	Closed	-$222K	–	145
2022 Q4	$222K	Buy	+6,319	New	+$127K	0.14%	104

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

Tradewinds LLC's FINX Position: Q1 2023 in Review

Tradewinds LLC sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 6,319 shares — an estimated $222K sold.

Tradewinds LLC first reported a position in FINX in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Tradewinds LLC reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Tradewinds LLC sold 6,319 Global X FinTech ETF shares in Q1 2023, an estimated $222K.
Tradewinds LLC first reported a position in Global X FinTech ETF in Q4 2022 and held it in 1 quarter.
Tradewinds LLC's Global X FinTech ETF position peaked at $222K in Q4 2022.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.