Wealthstreet Investment Advisors’s Global X FinTech ETF FINX Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-7,200	Closed	-$318K	–	174
2021 Q1	$318K	Sell	7,200 -2,300	-24%	-$108K	0.03%	307
2020 Q4	$444K	Hold	9,500	–	–	0.04%	251
2020 Q3	$361K	Buy	9,500 +500	+6%	+$18.2K	0.04%	259
2020 Q2	$299K	Hold	9,000	–	–	0.04%	271
2020 Q1	$217K	Sell	9,000 -2,000	-18%	-$59.5K	0.03%	277
2019 Q4	$334K	Sell	11,000 -100	-0.9%	-$2.93K	0.04%	277
2019 Q3	$316K	Buy	11,100 +1,700	+18%	+$50.1K	0.04%	271
2019 Q2	$277K	Buy	9,400 +100	+1%	+$2.86K	0.04%	293
2019 Q1	$257K	Buy	+9,300	New	+$239K	0.03%	297

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

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

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWFA

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

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

Wealthstreet Investment Advisors's FINX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Global X FinTech ETF (FINX) in Q2 2021, closing a stake of 7,200 shares — an estimated $318K sold.

Wealthstreet Investment Advisors first reported a position in FINX in Q1 2019 and held it in 9 quarters. The position peaked at $444K in Q4 2020. 163 funds tracked by Wall St. Rank hold FINX as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Global X FinTech ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 7,200 Global X FinTech ETF shares in Q2 2021, an estimated $318K.
Wealthstreet Investment Advisors first reported a position in Global X FinTech ETF in Q1 2019 and held it in 9 quarters.
Wealthstreet Investment Advisors's Global X FinTech ETF position peaked at $444K in Q4 2020.
163 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.