Advisornet Financial’s Global X FinTech ETF FINX Stock Holding History

Advisornet Financial’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
2025 Q1	–	Sell	-534	Closed	-$16.7K	–	2198
2024 Q4	$16.7K	Hold	534	–	–	﹤0.01%	1193
2024 Q3	$15K	Buy	534 +1	+0.2%	+$26	﹤0.01%	1304
2024 Q2	$13.4K	Hold	533	–	–	﹤0.01%	1219
2024 Q1	$14.8K	Hold	533	–	–	﹤0.01%	1169
2023 Q4	$13.6K	Hold	533	–	–	﹤0.01%	1226
2023 Q3	$10.7K	Buy	533 +1	+0.2%	+$22	﹤0.01%	1228
2023 Q2	$11.7K	Hold	532	–	–	﹤0.01%	1271
2023 Q1	$11.1K	Hold	532	–	–	﹤0.01%	1273
2022 Q4	$10.2K	Sell	532 -212	-28%	-$4.27K	﹤0.01%	1288
2022 Q3	$15K	Buy	744 +1	+0.1%	+$24	﹤0.01%	1205
2022 Q2	$16K	Hold	743	–	–	﹤0.01%	1205
2022 Q1	$24K	Buy	743 +43	+6%	+$1.41K	﹤0.01%	1185
2021 Q4	$28K	Hold	700	–	–	﹤0.01%	1198
2021 Q3	$34K	Hold	700	–	–	﹤0.01%	1106
2021 Q2	$33K	Sell	700 -1,200	-63%	-$55.1K	﹤0.01%	1110
2021 Q1	$84K	Buy	1,900 +1,500	+375%	+$70.5K	0.01%	800
2020 Q4	$19K	Buy	+400	New	+$16.7K	﹤0.01%	1139

Other funds holding FINX

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

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

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

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

BSCCG

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Advisornet Financial's FINX Position: Q1 2025 in Review

Advisornet Financial sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 534 shares — an estimated $16.7K sold.

Advisornet Financial first reported a position in FINX in Q4 2020 and held it in 17 quarters. The position peaked at $84K in Q1 2021. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

Advisornet Financial reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
Advisornet Financial sold 534 Global X FinTech ETF shares in Q1 2025, an estimated $16.7K.
Advisornet Financial first reported a position in Global X FinTech ETF in Q4 2020 and held it in 17 quarters.
Advisornet Financial's Global X FinTech ETF position peaked at $84K in Q1 2021.
98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.