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Ashton Thomas Private Wealth’s Global X FinTech ETF FINX Stock Holding History

Ashton Thomas Private Wealth’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
2025
Q1 		– Sell
-14,862
Closed -$466K – 810
2024
Q4 		$466K Buy
+14,862
New +$464K 0.02% 544

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ashton Thomas Private Wealth's FINX Position: Q1 2025 in Review

Ashton Thomas Private Wealth sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 14,862 shares — an estimated $466K sold.

Ashton Thomas Private Wealth first reported a position in FINX in Q4 2024 and held it in 1 quarter. The position peaked at $466K in Q4 2024. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

  • Ashton Thomas Private Wealth reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 14,862 Global X FinTech ETF shares in Q1 2025, an estimated $466K.
  • Ashton Thomas Private Wealth first reported a position in Global X FinTech ETF in Q4 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Global X FinTech ETF position peaked at $466K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2025, filed 16 May 2025.