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 Q2	–	Sell	-13	Closed	-$300	–	3030
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Advisory Services Network's FINX Position: Q2 2026 in Review

Advisory Services Network sold out of Global X FinTech ETF (FINX) in Q2 2026, closing a stake of 13 shares — an estimated $300 sold.

Advisory Services Network first reported a position in FINX in Q4 2018 and held it in 11 quarters. The position peaked at $16K in Q4 2018. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Advisory Services Network reported no remaining Global X FinTech ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 13 Global X FinTech ETF shares in Q2 2026, an estimated $300.
Advisory Services Network first reported a position in Global X FinTech ETF in Q4 2018 and held it in 11 quarters.
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 Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.