AAFMAA Wealth Management & Trust’s Global X FinTech ETF FINX Stock Holding History

AAFMAA Wealth Management & Trust’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
2026 Q1	–	Sell	-40,442	Closed	-$1.19M	–	97
2025 Q4	$1.19M	Sell	40,442 -12,059	-23%	-$383K	0.47%	55
2025 Q3	$1.76M	Sell	52,501 -66	-0.1%	-$2.24K	0.7%	38
2025 Q2	$1.8M	Buy	52,567 +3,538	+7%	+$105K	0.74%	38
2025 Q1	$1.35M	Buy	+49,029	New	+$1.52M	0.61%	56

Other funds holding FINX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return

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

AAFMAA Wealth Management & Trust's FINX Position: Q1 2026 in Review

AAFMAA Wealth Management & Trust sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 40,442 shares — an estimated $1.19M sold.

AAFMAA Wealth Management & Trust first reported a position in FINX in Q1 2025 and held it in 4 quarters. The position peaked at $1.8M in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

AAFMAA Wealth Management & Trust reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 40,442 Global X FinTech ETF shares in Q1 2026, an estimated $1.19M.
AAFMAA Wealth Management & Trust first reported a position in Global X FinTech ETF in Q1 2025 and held it in 4 quarters.
AAFMAA Wealth Management & Trust's Global X FinTech ETF position peaked at $1.8M in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q1 2026, filed 8 Apr 2026.