AE Wealth Management’s Global X FinTech ETF FINX Stock Holding History

AE Wealth Management’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	–	Sell	-51	Closed	-$1.5K	–	2626
2025 Q4	$1.5K	Hold	51	–	–	﹤0.01%	2359
2025 Q3	$1.71K	Hold	51	–	–	﹤0.01%	2180
2025 Q2	$1.75K	Hold	51	–	–	﹤0.01%	2052
2025 Q1	$1.41K	Hold	51	–	–	﹤0.01%	2052
2024 Q4	$1.59K	Buy	+51	New	+$1.59K	﹤0.01%	2011
2021 Q4	–	Sell	-5,767	Closed	-$277K	–	1720
2021 Q3	$277K	Buy	+5,767	New	+$282K	﹤0.01%	1393

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

AE Wealth Management's FINX Position: Q1 2026 in Review

AE Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 51 shares — an estimated $1.5K sold.

AE Wealth Management first reported a position in FINX in Q3 2021 and held it in 6 quarters. The position peaked at $277K in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

AE Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 51 Global X FinTech ETF shares in Q1 2026, an estimated $1.5K.
AE Wealth Management first reported a position in Global X FinTech ETF in Q3 2021 and held it in 6 quarters.
AE Wealth Management's Global X FinTech ETF position peaked at $277K in Q3 2021.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.