Advisors Management Group
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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
Q3 		$289K Sell
11,947
-393
-3% -$10.2K 0.05% 139
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

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Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lane Generational
Lane Generational Dover, Massachusetts $111M AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Phoenix Wealth Advisors
Phoenix Wealth Advisors Chapel Hill, North Carolina $326M AUM 13.52% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Advisors Management Group's FINX Position: Q3 2026 in Review

Advisors Management Group reduced its Global X FinTech ETF (FINX) stake by 3.2% in Q3 2026, selling an estimated $10.2K and leaving 11,947 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #139.

Advisors Management Group first reported a position in FINX in Q1 2022 and has held it in 19 quarters since. The position peaked at $448K in Q2 2025. 45 funds tracked by Wall St. Rank hold FINX as of Q3 2026.

  • Advisors Management Group held 11,947 shares of Global X FinTech ETF worth $289K as of Q3 2026.
  • Advisors Management Group sold 393 Global X FinTech ETF shares in Q3 2026, an estimated $10.2K.
  • Global X FinTech ETF made up 0.05% of Advisors Management Group's portfolio in Q3 2026, its #139 holding.
  • Advisors Management Group first reported a position in Global X FinTech ETF in Q1 2022 and has held it in 19 quarters since.
  • Advisors Management Group's Global X FinTech ETF position peaked at $448K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2026.

Based on Advisors Management Group's 13F filing for Q3 2026, filed 5 Nov 2026.