Advisory Services Network’s Global X FinTech ETF FINX Stock Holding History

Advisory Services Network’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	$300	Buy	+13	New	+$336	﹤0.01%	4506
2025 Q4	–	Sell	-12	Closed	-$402	–	2662
2025 Q3	$402	Buy	+12	New	+$408	﹤0.01%	4086
2024 Q1	–	Sell	-29	Closed	-$733	–	2204
2023 Q4	$733	Buy	+29	New	+$623	﹤0.01%	3585
2023 Q2	–	Sell	-99	Closed	-$2.06K	–	2195
2023 Q1	$2.06K	Sell	99 -18	-15%	-$378	﹤0.01%	3420
2022 Q4	$2.25K	Buy	+117	New	+$2.36K	﹤0.01%	3406
2021 Q3	–	Sell	-35	Closed	-$2K	–	2035
2021 Q2	$2K	Buy	+35	New	+$1.61K	﹤0.01%	3306
2021 Q1	–	Sell	-35	Closed	-$2K	–	1856
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	2997
2020 Q3	$1K	Buy	+35	New	+$1.28K	﹤0.01%	3308
2020 Q2	–	Sell	-35	Closed	-$1K	–	1606
2020 Q1	$1K	Sell	35 -114	-77%	-$3.39K	﹤0.01%	2873
2019 Q4	$5K	Buy	+149	New	+$4.36K	﹤0.01%	2603
2019 Q1	–	Sell	-720	Closed	-$16K	–	2573
2018 Q4	$16K	Buy	+720	New	+$17.7K	﹤0.01%	1579

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

Advisory Services Network's FINX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Global X FinTech ETF (FINX) in Q1 2026: 13 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #4506 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in FINX as recently as Q3 2025.

Advisory Services Network first reported a position in FINX in Q4 2018 and has held it in 11 quarters since. The position peaked at $16K in Q4 2018. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Advisory Services Network held 13 shares of Global X FinTech ETF worth $300 as of Q1 2026.
Global X FinTech ETF was a new Advisory Services Network position in Q1 2026.
Global X FinTech ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4506 holding.
Advisory Services Network first reported a position in Global X FinTech ETF in Q4 2018 and has held it in 11 quarters since.
Advisory Services Network's Global X FinTech ETF position peaked at $16K in Q4 2018.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.