Zullo Investment Group’s Global X FinTech ETF FINX Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-120	Closed	-$2.31K	–	342
2022 Q4	$2.31K	Hold	120	–	–	﹤0.01%	684
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	694
2022 Q2	$3K	Buy	120 +10	+9%	+$256	﹤0.01%	679
2022 Q1	$4K	Hold	110	–	–	﹤0.01%	678
2021 Q4	$4K	Buy	+110	New	+$5.21K	﹤0.01%	685

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

BFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zullo Investment Group's FINX Position: Q1 2023 in Review

Zullo Investment Group sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 120 shares — an estimated $2.31K sold.

Zullo Investment Group first reported a position in FINX in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Zullo Investment Group reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 120 Global X FinTech ETF shares in Q1 2023, an estimated $2.31K.
Zullo Investment Group first reported a position in Global X FinTech ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Global X FinTech ETF position peaked at $4K in Q1 2022.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.