Tru Independence Asset Management 2’s Global X FinTech ETF FINX Stock Holding History

Tru Independence Asset Management 2’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 Q4	–	Sell	-10,750	Closed	-$301K	–	84
2024 Q3	$301K	Buy	+10,750	New	+$284K	0.25%	63
2023 Q1	$209K	Buy	+10,050	New	+$211K	0.21%	67
2022 Q3	$204K	Buy	+10,050	New	+$237K	0.22%	63
2022 Q2	–	Sell	-8,300	Closed	-$266K	–	80
2022 Q1	$266K	Buy	8,300 +1,100	+15%	+$36K	0.15%	74
2021 Q4	$288K	Buy	+7,200	New	+$341K	0.15%	101

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tru Independence Asset Management 2's FINX Position: Q4 2024 in Review

Tru Independence Asset Management 2 sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 10,750 shares — an estimated $301K sold.

Tru Independence Asset Management 2 first reported a position in FINX in Q4 2021 and held it in 5 quarters. The position peaked at $301K in Q3 2024. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

Tru Independence Asset Management 2 reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
Tru Independence Asset Management 2 sold 10,750 Global X FinTech ETF shares in Q4 2024, an estimated $301K.
Tru Independence Asset Management 2 first reported a position in Global X FinTech ETF in Q4 2021 and held it in 5 quarters.
Tru Independence Asset Management 2's Global X FinTech ETF position peaked at $301K in Q3 2024.
101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2024, filed 22 Jan 2025.