On September 14, 2023, it was reported that TPB Wealth Advisors has significantly increased its position in Global X FinTech Thematic ETF (NASDAQ:FINX) during the first quarter. According to recent disclosure documents filed with the Securities and Exchange Commission (SEC), TPB Wealth Advisors raised its ownership of shares by 82.1%. As a result of acquiring an additional 45,790 shares during this period, the firm now holds a total of 101,587 shares in the company.
This move demonstrates TPB Wealth Advisors’ growing confidence in Global X FinTech Thematic ETF as an investment opportunity. The Fund’s substantial increase in ownership is noteworthy, as it signifies their belief in the long-term growth potential of the company. Currently, Global X FinTech Thematic ETF accounts for approximately 1.2% of TPB Wealth Advisors’ portfolio, positioning it as the 18th largest…
