Strategic Wealth Management »

Global X Fds fintec thmatic shares owned by Strategic Wealth Management

Quarter-by-quarter ownership of Global X Fds fintec thmatic (FINX) shares owned by Strategic Wealth Management from 13F filings

Historical chart of Strategic Wealth Management 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 Strategic Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds fintec thmatic by Strategic Wealth Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.7M 41k 40.04
2021-09-30 $1.8M 37k 48.02
2021-06-30 $1.6M 34k 47.68
2021-03-31 $893k 20k 44.14

More positions owned by Strategic Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Fs Kkr Capital Corp (FSK)
First Tr Exchange Traded Consumr Staple (FXG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Spdr Gold Tr Gold Shs (GLD)
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Dynamic Income SHS (PDI)
Global X Fds Cloud Computng (CLOU)
Osi Etf Tr Oshs Gbl Inter
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr U.s. Med Dvc Etf (IHI)
First Tr Exchange-traded First Tr Enh New (FTSM)
Advanced Micro Devices (AMD)

View all positions for Strategic Wealth Management

Top funds holding Global X Fds fintec thmatic

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Gerber Kawasaki Wealth & Investment Management
Mirae Asset Global Investments
Mirae Asset Global Etfs Holdings
Cetera Investment Advisers
Change Path
Envestnet Asset Management
Cambridge Investment Research Advisors
Raymond James & Associates
Raymond James Financial Services Advisors
Citigroup
Phoenix Wealth Advisors

View all funds holding Global X Fds fintec thmatic