Wagner Wealth Management (South Carolina)’s Global X FinTech ETF FINX Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q3	–	Sell	-100	Closed	-$2K	–	709
2022 Q2	$2K	Buy	+100	New	+$2.56K	﹤0.01%	616
2022 Q1	–	Sell	-100	Closed	-$4K	–	373
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	585
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	534
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	569
2021 Q1	$4K	Buy	+100	New	+$4.7K	﹤0.01%	560

Other funds holding FINX

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWFA

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FINX Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in FINX in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 100 Global X FinTech ETF shares in Q3 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Global X FinTech ETF in Q1 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s Global X FinTech ETF position peaked at $5K in Q3 2021.
133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.