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TRUADVICE’s Global X FinTech ETF FINX Stock Holding History

TRUADVICE’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
Q3 		– Sell
-4,528
Closed -$212K – 182
2021
Q2 		$212K Sell
4,528
-7
-0.2% -$321 0.05% 295
2021
Q1 		$216K Buy
+4,535
New +$213K 0.06% 263

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUADVICE's FINX Position: Q3 2021 in Review

TRUADVICE sold out of Global X FinTech ETF (FINX) in Q3 2021, closing a stake of 4,528 shares — an estimated $212K sold.

TRUADVICE first reported a position in FINX in Q1 2021 and held it in 2 quarters. The position peaked at $216K in Q1 2021. 166 funds tracked by Wall St. Rank hold FINX as of Q3 2021.

  • TRUADVICE reported no remaining Global X FinTech ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 4,528 Global X FinTech ETF shares in Q3 2021, an estimated $212K.
  • TRUADVICE first reported a position in Global X FinTech ETF in Q1 2021 and held it in 2 quarters.
  • TRUADVICE's Global X FinTech ETF position peaked at $216K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.