Global X Fds fintec thmatic shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Global X Fds fintec thmatic (FINX) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Global X Fds fintec thmatic
Tip: Access up to 7 years of quarterly data
All positions including Global X Fds fintec thmatic held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Global X Fds fintec thmatic by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 35k | 33.52 |
| 2025-06-30 | $1.2M | 35k | 34.22 |
| 2025-03-31 | $982k | 36k | 27.56 |
| 2024-12-31 | $1.1M | 35k | 31.22 |
| 2024-09-30 | $988k | 35k | 28.02 |
| 2024-06-30 | $883k | 35k | 25.16 |
| 2024-03-31 | $987k | 35k | 27.86 |
| 2023-12-31 | $752k | 30k | 24.81 |
| 2023-09-30 | $303k | 15k | 20.14 |