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

TriaGen 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	–	Sell	-25,046	Closed	-$1.2M	–	189
2021 Q3	$1.2M	Buy	25,046 +1,330	+6%	+$65.1K	0.65%	57
2021 Q2	$1.11M	Buy	23,716 +351	+2%	+$16.1K	0.57%	63
2021 Q1	$1.03M	Buy	23,365 +7,056	+43%	+$332K	0.59%	59
2020 Q4	$762K	Buy	+16,309	New	+$680K	0.45%	76

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 $299B AUM 28.69% 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

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

TriaGen Wealth Management sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 25,046 shares — an estimated $1.2M sold.

TriaGen Wealth Management first reported a position in FINX in Q4 2020 and held it in 4 quarters. The position peaked at $1.2M in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

TriaGen Wealth Management reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
TriaGen Wealth Management sold 25,046 Global X FinTech ETF shares in Q4 2021, an estimated $1.2M.
TriaGen Wealth Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 4 quarters.
TriaGen Wealth Management's Global X FinTech ETF position peaked at $1.2M in Q3 2021.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.