WealthOne’s Global X FinTech ETF FINX Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-460	Closed	-$10K	–	229
2018 Q4	$10K	Buy	+460	New	+$11.3K	0.01%	368

Other funds holding FINX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthOne's FINX Position: Q1 2019 in Review

WealthOne sold out of Global X FinTech ETF (FINX) in Q1 2019, closing a stake of 460 shares — an estimated $10K sold.

WealthOne first reported a position in FINX in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 45 funds tracked by Wall St. Rank hold FINX as of Q1 2019.

WealthOne reported no remaining Global X FinTech ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 460 Global X FinTech ETF shares in Q1 2019, an estimated $10K.
WealthOne first reported a position in Global X FinTech ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Global X FinTech ETF position peaked at $10K in Q4 2018.
45 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.