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Waverly Advisors’s Global X FinTech ETF FINX Stock Holding History

Waverly 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
2024
Q2 		– Sell
-1,286
Closed -$35.8K – 810
2024
Q1 		$35.8K Buy
+1,286
New +$32.8K ﹤0.01% 684

Other funds holding FINX

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Waverly Advisors's FINX Position: Q2 2024 in Review

Waverly Advisors sold out of Global X FinTech ETF (FINX) in Q2 2024, closing a stake of 1,286 shares — an estimated $35.8K sold.

Waverly Advisors first reported a position in FINX in Q1 2024 and held it in 1 quarter. The position peaked at $35.8K in Q1 2024. 103 funds tracked by Wall St. Rank hold FINX as of Q2 2024.

  • Waverly Advisors reported no remaining Global X FinTech ETF position as of Q2 2024 after selling out during the quarter.
  • Waverly Advisors sold 1,286 Global X FinTech ETF shares in Q2 2024, an estimated $35.8K.
  • Waverly Advisors first reported a position in Global X FinTech ETF in Q1 2024 and held it in 1 quarter.
  • Waverly Advisors's Global X FinTech ETF position peaked at $35.8K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.