Accretive Wealth Partners’s Global X FinTech ETF FINX Stock Holding History

Accretive Wealth Partners’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	-7,200	Closed	-$212K	–	181
2025 Q4	$212K	Hold	7,200	–	–	0.06%	147
2025 Q3	$241K	Hold	7,200	–	–	0.07%	137
2025 Q2	$246K	Hold	7,200	–	–	0.08%	134
2025 Q1	$204K	Buy	+7,200	New	+$223K	0.07%	140
2024 Q3	–	Sell	-8,400	Closed	-$211K	–	134
2024 Q2	$211K	Hold	8,400	–	–	0.09%	129
2024 Q1	$213K	Hold	8,400	–	–	0.09%	132
2023 Q4	$215K	Buy	+8,400	New	+$180K	0.1%	125

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

Accretive Wealth Partners's FINX Position: Q1 2026 in Review

Accretive Wealth Partners sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 7,200 shares — an estimated $212K sold.

Accretive Wealth Partners first reported a position in FINX in Q4 2023 and held it in 7 quarters. The position peaked at $246K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Accretive Wealth Partners reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
Accretive Wealth Partners sold 7,200 Global X FinTech ETF shares in Q1 2026, an estimated $212K.
Accretive Wealth Partners first reported a position in Global X FinTech ETF in Q4 2023 and held it in 7 quarters.
Accretive Wealth Partners's Global X FinTech ETF position peaked at $246K in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.