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

WESPAC 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
2018 Q4	–	Sell	-31,584	Closed	-$908K	–	123
2018 Q3	$908K	Buy	31,584 +7,220	+30%	+$201K	0.53%	66
2018 Q2	$635K	Sell	24,364 -6,110	-20%	-$153K	0.66%	54
2018 Q1	$712K	Buy	30,474 +10,929	+56%	+$256K	0.43%	77
2017 Q4	$429K	Buy	+19,545	New	+$423K	0.4%	80

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WESPAC Advisors's FINX Position: Q4 2018 in Review

WESPAC Advisors sold out of Global X FinTech ETF (FINX) in Q4 2018, closing a stake of 31,584 shares — an estimated $908K sold.

WESPAC Advisors first reported a position in FINX in Q4 2017 and held it in 4 quarters. The position peaked at $908K in Q3 2018. 39 funds tracked by Wall St. Rank hold FINX as of Q4 2018.

WESPAC Advisors reported no remaining Global X FinTech ETF position as of Q4 2018 after selling out during the quarter.
WESPAC Advisors sold 31,584 Global X FinTech ETF shares in Q4 2018, an estimated $908K.
WESPAC Advisors first reported a position in Global X FinTech ETF in Q4 2017 and held it in 4 quarters.
WESPAC Advisors's Global X FinTech ETF position peaked at $908K in Q3 2018.
39 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2018.

Based on WESPAC Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.