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Advisors Management Group’s Global X FinTech ETF FINX Stock Holding History

Advisors Management Group’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
Q2 		$304K Sell
12,340
-87
-0.7% -$2.17K 0.05% 137
2026
Q1 		$287K Buy
12,427
+124
+1% +$3.21K 0.05% 135
2025
Q4 		$362K Sell
12,303
-198
-2% -$6.28K 0.07% 116
2025
Q3 		$419K Sell
12,501
-586
-4% -$19.9K 0.07% 108
2025
Q2 		$448K Sell
13,087
-243
-2% -$7.22K 0.08% 105
2025
Q1 		$367K Buy
13,330
+1,352
+11% +$41.8K 0.08% 113
2024
Q4 		$374K Buy
11,978
+17
+0.1% +$531 0.09% 116
2024
Q3 		$335K Buy
11,961
+41
+0.3% +$1.08K 0.08% 119
2024
Q2 		$300K Buy
11,920
+22
+0.2% +$564 0.08% 124
2024
Q1 		$331K Sell
11,898
-243
-2% -$6.2K 0.08% 117
2023
Q4 		$310K Sell
12,141
-101
-0.8% -$2.17K 0.08% 117
2023
Q3 		$247K Sell
12,242
-321
-3% -$7.12K 0.07% 124
2023
Q2 		$277K Sell
12,563
-251
-2% -$5.24K 0.08% 118
2023
Q1 		$267K Sell
12,814
-64
-0.5% -$1.34K 0.09% 120
2022
Q4 		$248K Buy
12,878
+2,993
+30% +$60.3K 0.09% 113
2022
Q3 		$200K Sell
9,885
-85
-0.9% -$2K 0.08% 126
2022
Q2 		$212K Buy
9,970
+1,338
+16% +$34.2K 0.07% 123
2022
Q1 		$276K Buy
+8,632
New +$282K 0.09% 107

Other funds holding FINX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Advisors Management Group's FINX Position: Q2 2026 in Review

Advisors Management Group reduced its Global X FinTech ETF (FINX) stake by 0.7% in Q2 2026, selling an estimated $2.17K and leaving 12,340 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #137.

Advisors Management Group first reported a position in FINX in Q1 2022 and has held it in 18 quarters since. The position peaked at $448K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Advisors Management Group held 12,340 shares of Global X FinTech ETF worth $304K as of Q2 2026.
  • Advisors Management Group sold 87 Global X FinTech ETF shares in Q2 2026, an estimated $2.17K.
  • Global X FinTech ETF made up 0.05% of Advisors Management Group's portfolio in Q2 2026, its #137 holding.
  • Advisors Management Group first reported a position in Global X FinTech ETF in Q1 2022 and has held it in 18 quarters since.
  • Advisors Management Group's Global X FinTech ETF position peaked at $448K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.