Arax Advisory Partners’s Global X FinTech ETF FINX Stock Holding History

Arax Advisory Partners’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	$4.74K	Buy	+192	New	+$4.79K	﹤0.01%	4607
2021 Q4	–	Sell	-4,425	Closed	-$212K	–	1153
2021 Q3	$212K	Hold	4,425	–	–	0.03%	227
2021 Q2	$211K	Buy	+4,425	New	+$203K	0.03%	230

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

Arax Advisory Partners's FINX Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 192 shares worth $4.74K. The stake represents ﹤0.01% of the portfolio and ranks #4607 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in FINX as recently as Q3 2021.

Arax Advisory Partners first reported a position in FINX in Q2 2021 and has held it in 3 quarters since. The position peaked at $212K in Q3 2021. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Arax Advisory Partners held 192 shares of Global X FinTech ETF worth $4.74K as of Q2 2026.
Global X FinTech ETF was a new Arax Advisory Partners position in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4607 holding.
Arax Advisory Partners first reported a position in Global X FinTech ETF in Q2 2021 and has held it in 3 quarters since.
Arax Advisory Partners's Global X FinTech ETF position peaked at $212K in Q3 2021.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.