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

Valeo 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
2021 Q2	–	Sell	-1,060	Closed	-$47K	–	966
2021 Q1	$47K	Buy	1,060 +60	+6%	+$2.82K	﹤0.01%	894
2020 Q4	$47K	Buy	+1,000	New	+$41.7K	﹤0.01%	802

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 $299B AUM 28.69% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Valeo Financial Advisors's FINX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Global X FinTech ETF (FINX) in Q2 2021, closing a stake of 1,060 shares — an estimated $47K sold.

Valeo Financial Advisors first reported a position in FINX in Q4 2020 and held it in 2 quarters. The position peaked at $47K in Q1 2021. 163 funds tracked by Wall St. Rank hold FINX as of Q2 2021.

Valeo Financial Advisors reported no remaining Global X FinTech ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,060 Global X FinTech ETF shares in Q2 2021, an estimated $47K.
Valeo Financial Advisors first reported a position in Global X FinTech ETF in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's Global X FinTech ETF position peaked at $47K in Q1 2021.
163 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.