AlphaCore Capital’s Global X FinTech ETF FINX Stock Holding History

AlphaCore Capital’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	-900	Closed	-$26.6K	–	1332
2025 Q4	$26.6K	Hold	900	–	–	﹤0.01%	1230
2025 Q3	$30.2K	Sell	900 -100	-10%	-$3.4K	﹤0.01%	920
2025 Q2	$34.2K	Buy	+1,000	New	+$29.7K	﹤0.01%	865
2023 Q2	–	Sell	-750	Closed	-$15.6K	–	352
2023 Q1	$15.6K	Buy	+750	New	+$15.7K	﹤0.01%	190

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

AlphaCore Capital's FINX Position: Q1 2026 in Review

AlphaCore Capital sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 900 shares — an estimated $26.6K sold.

AlphaCore Capital first reported a position in FINX in Q1 2023 and held it in 4 quarters. The position peaked at $34.2K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

AlphaCore Capital reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 900 Global X FinTech ETF shares in Q1 2026, an estimated $26.6K.
AlphaCore Capital first reported a position in Global X FinTech ETF in Q1 2023 and held it in 4 quarters.
AlphaCore Capital's Global X FinTech ETF position peaked at $34.2K in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.