WealthPLAN Partners’s Global X FinTech ETF FINX Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-105	Closed	-$2.32K	–	575
2023 Q2	$2.32K	Hold	105	–	–	﹤0.01%	1056
2023 Q1	$2.19K	Buy	+105	New	+$2.21K	﹤0.01%	1118

Other funds holding FINX

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAS

Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return

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

WealthPLAN Partners's FINX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 105 shares — an estimated $2.32K sold.

WealthPLAN Partners first reported a position in FINX in Q1 2023 and held it in 2 quarters. The position peaked at $2.32K in Q2 2023. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

WealthPLAN Partners reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 105 Global X FinTech ETF shares in Q3 2023, an estimated $2.32K.
WealthPLAN Partners first reported a position in Global X FinTech ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Global X FinTech ETF position peaked at $2.32K in Q2 2023.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.