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

WealthSource 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
2019 Q4	–	Sell	-7,430	Closed	-$214K	–	427
2019 Q3	$214K	Hold	7,430	–	–	0.03%	401
2019 Q2	$219K	Buy	+7,430	New	+$212K	0.03%	404

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

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

BWFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

WealthSource Partners's FINX Position: Q4 2019 in Review

WealthSource Partners sold out of Global X FinTech ETF (FINX) in Q4 2019, closing a stake of 7,430 shares — an estimated $214K sold.

WealthSource Partners first reported a position in FINX in Q2 2019 and held it in 2 quarters. The position peaked at $219K in Q2 2019. 70 funds tracked by Wall St. Rank hold FINX as of Q4 2019.

WealthSource Partners reported no remaining Global X FinTech ETF position as of Q4 2019 after selling out during the quarter.
WealthSource Partners sold 7,430 Global X FinTech ETF shares in Q4 2019, an estimated $214K.
WealthSource Partners first reported a position in Global X FinTech ETF in Q2 2019 and held it in 2 quarters.
WealthSource Partners's Global X FinTech ETF position peaked at $219K in Q2 2019.
70 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.