U.S. Capital Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

U.S. Capital 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	–	Sell	-550	Closed	-$10.6K	–	942
2022 Q4	$10.6K	Buy	+550	New	+$11.1K	﹤0.01%	1261

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

U.S. Capital Wealth Advisors's FINX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 550 shares — an estimated $10.6K sold.

U.S. Capital Wealth Advisors first reported a position in FINX in Q4 2022 and held it in 1 quarter. The position peaked at $10.6K in Q4 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 550 Global X FinTech ETF shares in Q1 2023, an estimated $10.6K.
U.S. Capital Wealth Advisors first reported a position in Global X FinTech ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Global X FinTech ETF position peaked at $10.6K in Q4 2022.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.