United Capital Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

United Capital Financial 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	-12,052	Closed	-$232K	–	1000
2022 Q4	$232K	Sell	12,052 -1,321	-10%	-$26.6K	﹤0.01%	947
2022 Q3	$271K	Sell	13,373 -293	-2%	-$6.91K	﹤0.01%	933
2022 Q2	$291K	Sell	13,666 -460	-3%	-$11.8K	﹤0.01%	951
2022 Q1	$452K	Sell	14,126 -52	-0.4%	-$1.7K	﹤0.01%	863
2021 Q4	$568K	Buy	14,178 +1,037	+8%	+$49.1K	﹤0.01%	823
2021 Q3	$631K	Hold	13,141	–	–	﹤0.01%	800
2021 Q2	$626K	Hold	13,141	–	–	﹤0.01%	813
2021 Q1	$580K	Buy	13,141 +970	+8%	+$45.6K	﹤0.01%	813
2020 Q4	$569K	Buy	12,171 +857	+8%	+$35.7K	﹤0.01%	817
2020 Q3	$430K	Buy	+11,314	New	+$412K	﹤0.01%	867
2018 Q4	–	Sell	-237,413	Closed	-$6.83M	–	1317
2018 Q3	$6.83M	Sell	237,413 -43,280	-15%	-$1.2M	0.05%	372
2018 Q2	$7.31M	Buy	+280,693	New	+$7.02M	0.05%	348

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

United Capital Financial Advisors's FINX Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 12,052 shares — an estimated $232K sold.

United Capital Financial Advisors first reported a position in FINX in Q2 2018 and held it in 12 quarters. The position peaked at $7.31M in Q2 2018. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

United Capital Financial Advisors reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 12,052 Global X FinTech ETF shares in Q1 2023, an estimated $232K.
United Capital Financial Advisors first reported a position in Global X FinTech ETF in Q2 2018 and held it in 12 quarters.
United Capital Financial Advisors's Global X FinTech ETF position peaked at $7.31M in Q2 2018.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.