USCA RIA’s Global X FinTech ETF FINX Stock Holding History

USCA RIA’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 Q1	–	Sell	-7,550	Closed	-$353K	–	534
2020 Q4	$353K	Buy	+7,550	New	+$315K	0.02%	383

Other funds holding FINX

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USCA RIA's FINX Position: Q1 2021 in Review

USCA RIA sold out of Global X FinTech ETF (FINX) in Q1 2021, closing a stake of 7,550 shares — an estimated $353K sold.

USCA RIA first reported a position in FINX in Q4 2020 and held it in 1 quarter. The position peaked at $353K in Q4 2020. 148 funds tracked by Wall St. Rank hold FINX as of Q1 2021.

USCA RIA reported no remaining Global X FinTech ETF position as of Q1 2021 after selling out during the quarter.
USCA RIA sold 7,550 Global X FinTech ETF shares in Q1 2021, an estimated $353K.
USCA RIA first reported a position in Global X FinTech ETF in Q4 2020 and held it in 1 quarter.
USCA RIA's Global X FinTech ETF position peaked at $353K in Q4 2020.
148 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2021.

Based on USCA RIA's 13F filing for Q1 2021, filed 27 Apr 2021.